-29.0%
ADBE vs NWSA
+2.8%
-31.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.9% |
| 7D | -12.9% | -4.8% | -8.2% | -10.0% |
| 30D | -5.6% | +3.0% | -8.6% | -7.1% |
| 3M | +6.6% | +9.3% | -2.7% | +1.2% |
| 6M | -9.6% | +23.2% | -32.7% | -19.2% |
| YTD | -28.9% | +13.3% | -42.2% | -33.0% |
| All | -29.0% | +2.8% | -31.8% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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