+132.9%
ADBE vs IAU
+210.5%
-77.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.6% |
| 7D | -3.2% | -5.5% | +2.3% | -2.9% |
| 30D | +1.0% | -7.0% | +7.9% | +1.4% |
| 3M | -7.8% | -12.3% | +4.5% | -7.1% |
| 6M | -1.0% | -17.9% | +17.0% | +0.4% |
| YTD | -31.8% | -10.3% | -21.5% | -32.1% |
| 1Y | -29.2% | -7.9% | -21.3% | -29.8% |
| 3Y | -60.1% | +98.7% | -158.7% | -66.1% |
| 5Y | -63.7% | +105.0% | -168.8% | -69.9% |
| All | +132.9% | +210.5% | -77.6% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling