+791.9%
ADBE vs QLD
+9,036.4%
-8,244.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.1% | -6.9% |
| 7D | -8.6% | +0.6% | -9.1% | -8.9% |
| 30D | +2.8% | -0.1% | +2.9% | +2.7% |
| 3M | +3.1% | -8.4% | +11.5% | +4.5% |
| 6M | -2.4% | +32.2% | -34.6% | -20.5% |
| YTD | -23.9% | +28.9% | -52.8% | -37.3% |
| 1Y | -22.6% | +43.8% | -66.4% | -40.9% |
| 3Y | -52.7% | +176.6% | -229.3% | -76.8% |
| 5Y | -60.0% | +121.6% | -181.6% | -79.0% |
| 10Y | +157.3% | +1,652.9% | -1,495.6% | -62.6% |
| All | +791.9% | +9,036.4% | -8,244.5% | -64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling