+93.9%
QQQ vs ADBE
-62.6%
+156.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.3% |
| 7D | -1.3% | -12.9% | +11.7% | +3.3% |
| 30D | -1.4% | -5.6% | +4.3% | +0.2% |
| 3M | +2.3% | +6.6% | -4.3% | -1.7% |
| 6M | +16.9% | -9.6% | +26.4% | +18.5% |
| YTD | +15.6% | -28.9% | +44.5% | +28.7% |
| 1Y | +22.6% | -28.9% | +51.6% | +35.8% |
| 3Y | +93.5% | -55.6% | +149.1% | +151.0% |
| 5Y | +93.9% | -62.2% | +156.1% | +149.3% |
| All | +93.9% | -62.6% | +156.6% | +149.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling