+120.0%
ADBE vs QLD
+1,470.2%
-1,350.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.8% | -7.6% | -4.3% |
| 7D | -5.6% | -1.4% | -4.2% | -5.8% |
| 30D | -2.0% | -19.6% | +17.5% | +7.8% |
| 3M | -10.5% | -14.1% | +3.6% | -5.3% |
| 6M | -6.2% | -13.6% | +7.4% | -4.6% |
| YTD | -32.2% | +12.5% | -44.7% | -41.3% |
| 1Y | -27.4% | +13.1% | -40.6% | -37.8% |
| 3Y | -58.9% | +154.7% | -213.6% | -79.7% |
| 5Y | -64.5% | +81.1% | -145.6% | -79.7% |
| 10Y | +120.0% | +1,418.0% | -1,298.0% | -70.1% |
| All | +120.0% | +1,470.2% | -1,350.2% | -70.1% |
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