-54.9%
ADBE vs NWSA
+44.1%
-99.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.7% |
| 7D | -8.9% | -3.1% | -5.8% | -7.2% |
| 30D | -6.6% | +4.3% | -10.9% | -8.6% |
| 3M | +7.1% | +9.2% | -2.1% | +2.4% |
| 6M | -9.8% | +21.6% | -31.3% | -18.3% |
| YTD | -27.2% | +14.2% | -41.4% | -32.0% |
| 1Y | -28.0% | +1.8% | -29.8% | -29.0% |
| All | -54.9% | +44.1% | -99.0% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling