-25.9%
ADBE vs IAG
+56.5%
-82.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.2% | -9.3% | +1.5% |
| 7D | -0.5% | +1.1% | -1.6% | -0.4% |
| 30D | +4.1% | -5.3% | +9.3% | +3.8% |
| 3M | -3.5% | +18.0% | -21.5% | -2.1% |
| 6M | -2.2% | +7.1% | -9.3% | -0.7% |
| YTD | -29.0% | +5.9% | -34.9% | -29.4% |
| 1Y | -25.9% | +59.4% | -85.3% | -28.6% |
| All | -25.9% | +56.5% | -82.4% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling