-60.9%
ADBE vs NI
+96.9%
-157.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -5.4% | 0.0% | -5.4% | -5.4% |
| 30D | -2.5% | -1.4% | -1.1% | -2.3% |
| 3M | +15.3% | -10.6% | +25.9% | +17.6% |
| 6M | -7.8% | -9.3% | +1.5% | -6.7% |
| YTD | -27.9% | +1.1% | -29.1% | -29.3% |
| 1Y | -28.0% | +3.4% | -31.4% | -30.0% |
| 3Y | -55.3% | +67.9% | -123.2% | -62.5% |
| All | -60.9% | +96.9% | -157.8% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling