-58.8%
ADBE vs NU
+54.6%
-113.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +11.7% | -9.8% | 0.0% |
| 7D | +1.6% | +9.9% | -8.3% | -0.1% |
| 30D | +1.0% | -11.5% | +12.5% | +2.6% |
| 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% | -28.7% |
| 1Y | -27.1% | -15.2% | -11.9% | -26.7% |
| 3Y | -58.8% | +56.4% | -115.3% | -65.8% |
| All | -58.8% | +54.6% | -113.4% | -65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling