-22.6%
ADBE vs NU
+3.6%
-26.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.0% | -4.8% | -6.7% |
| 7D | -8.6% | +7.5% | -16.1% | -8.6% |
| 30D | +2.8% | +6.1% | -3.4% | +2.7% |
| 3M | +3.1% | +26.8% | -23.7% | +1.8% |
| 6M | -2.4% | +2.5% | -4.9% | -2.2% |
| YTD | -23.9% | -8.2% | -15.7% | -23.2% |
| 1Y | -22.6% | +3.4% | -26.0% | -25.7% |
| All | -22.6% | +3.6% | -26.2% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling