-55.9%
ADBE vs NTR
+37.3%
-93.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -2.3% |
| 7D | -12.9% | -2.5% | -10.5% | -12.9% |
| 30D | -5.6% | +17.0% | -22.7% | -5.9% |
| 3M | +6.6% | +22.2% | -15.6% | +6.1% |
| 6M | -9.6% | +5.2% | -14.7% | -9.6% |
| YTD | -28.9% | +29.7% | -58.6% | -29.6% |
| 1Y | -28.9% | +39.4% | -68.3% | -29.9% |
| All | -55.9% | +37.3% | -93.2% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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