-61.6%
ADBE vs NU
+17.5%
-79.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +11.7% | -9.8% | -0.3% |
| 7D | +1.6% | +9.9% | -8.3% | -0.4% |
| 30D | +1.0% | -11.5% | +12.5% | +2.8% |
| 3M | -10.1% | -5.1% | -5.0% | -10.4% |
| 6M | +3.0% | +3.1% | -0.2% | +0.4% |
| YTD | -30.5% | -21.0% | -9.5% | -28.9% |
| 1Y | -27.1% | -15.2% | -11.9% | -26.6% |
| 3Y | -58.8% | +56.4% | -115.3% | -64.6% |
| All | -61.6% | +17.5% | -79.1% | -68.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling