+129.2%
ADBE vs QLD
+1,536.4%
-1,407.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.3% | -2.0% |
| 7D | -4.4% | -1.2% | -3.2% | -4.7% |
| 30D | -0.2% | -15.7% | +15.5% | +7.1% |
| 3M | -9.9% | -10.0% | +0.1% | -7.0% |
| 6M | -3.5% | -11.2% | +7.7% | -3.2% |
| YTD | -32.1% | +16.4% | -48.5% | -42.3% |
| 1Y | -28.7% | +12.7% | -41.4% | -38.6% |
| 3Y | -60.2% | +152.3% | -212.5% | -80.2% |
| 5Y | -63.1% | +91.8% | -154.8% | -79.6% |
| 10Y | +129.2% | +1,520.2% | -1,391.1% | -69.4% |
| All | +129.2% | +1,536.4% | -1,407.2% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling