-60.1%
ADBE vs NU
+30.0%
-90.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.0% | +1.9% |
| 7D | -5.4% | -4.9% | -0.5% | -4.4% |
| 30D | -2.5% | +7.8% | -10.3% | -4.2% |
| 3M | +15.3% | +20.9% | -5.6% | +10.3% |
| 6M | -7.8% | +0.9% | -8.7% | -8.9% |
| YTD | -27.9% | -12.7% | -15.3% | -26.9% |
| 1Y | -28.0% | -6.4% | -21.6% | -28.3% |
| 3Y | -55.3% | +98.1% | -153.4% | -63.1% |
| All | -60.1% | +30.0% | -90.1% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling