-59.6%
ADBE vs IAU
+98.8%
-158.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.2% |
| 7D | -3.2% | -5.5% | +2.3% | -3.6% |
| 30D | +1.0% | -7.0% | +7.9% | +0.5% |
| 3M | -7.8% | -12.3% | +4.5% | -8.6% |
| 6M | -1.0% | -17.9% | +17.0% | -2.2% |
| YTD | -31.8% | -10.3% | -21.5% | -32.6% |
| 1Y | -29.2% | -7.9% | -21.3% | -30.0% |
| All | -59.6% | +98.8% | -158.4% | -63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling