-55.9%
ADBE vs NI
+69.0%
-124.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.4% |
| 7D | -12.9% | -0.6% | -12.3% | -12.9% |
| 30D | -5.6% | -1.4% | -4.2% | -5.6% |
| 3M | +6.6% | -10.6% | +17.2% | +7.0% |
| 6M | -9.6% | -9.9% | +0.3% | -9.5% |
| YTD | -28.9% | +1.2% | -30.1% | -30.3% |
| 1Y | -28.9% | +4.4% | -33.4% | -30.8% |
| All | -55.9% | +69.0% | -124.9% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling