-29.0%
ADBE vs NU
-3.3%
-25.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -12.9% | -4.2% | -8.7% | -12.9% |
| 30D | -5.6% | +10.0% | -15.7% | -5.8% |
| 3M | +6.6% | +29.3% | -22.6% | +5.1% |
| 6M | -9.6% | +0.9% | -10.5% | -9.4% |
| YTD | -28.9% | -10.3% | -18.6% | -28.3% |
| All | -29.0% | -3.3% | -25.7% | -30.6% |
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