+92.9%
QQQ vs ADBE
-55.1%
+148.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -0.6% | -5.4% | +4.8% | +0.4% |
| 30D | -1.2% | -2.5% | +1.3% | -0.9% |
| 3M | -0.2% | +15.3% | -15.5% | -4.0% |
| 6M | +17.9% | -7.8% | +25.8% | +19.3% |
| YTD | +16.6% | -27.9% | +44.6% | +26.4% |
| 1Y | +23.0% | -28.0% | +51.0% | +32.9% |
| 3Y | +92.9% | -55.3% | +148.3% | +128.8% |
| All | +92.9% | -55.1% | +148.1% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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