+1,421.5%
ADBE vs IAG
+377.5%
+1,044.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.2% | -4.5% | -6.6% |
| 7D | -8.6% | -0.5% | -8.0% | -8.6% |
| 30D | +2.8% | +28.9% | -26.1% | +1.0% |
| 3M | +3.1% | +19.1% | -16.0% | +1.6% |
| 6M | -2.4% | -10.3% | +7.8% | -2.4% |
| YTD | -23.9% | +24.2% | -48.0% | -25.9% |
| 1Y | -22.6% | +116.5% | -139.1% | -27.8% |
| 3Y | -52.7% | +742.8% | -795.5% | -60.9% |
| 5Y | -60.0% | +753.3% | -813.4% | -67.9% |
| 10Y | +157.3% | +403.2% | -245.9% | +103.4% |
| All | +1,421.5% | +377.5% | +1,044.0% | +905.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling