-54.9%
ADBE vs IAG
+817.0%
-871.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.1% | -0.9% |
| 7D | -8.9% | +1.7% | -10.6% | -8.9% |
| 30D | -6.6% | +11.4% | -18.1% | -6.6% |
| 3M | +7.1% | +33.0% | -25.9% | +7.4% |
| 6M | -9.8% | -6.0% | -3.8% | -9.2% |
| YTD | -27.2% | +24.6% | -51.7% | -27.3% |
| 1Y | -28.0% | +105.0% | -133.0% | -29.3% |
| All | -54.9% | +817.0% | -871.8% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling