-61.2%
ADBE vs IAU
+139.7%
-200.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.7% | -3.5% |
| 7D | -10.1% | +0.7% | -10.8% | -10.1% |
| 30D | -3.0% | +0.3% | -3.3% | -3.0% |
| 3M | +5.0% | +0.7% | +4.3% | +5.2% |
| 6M | -9.3% | -15.5% | +6.2% | -8.9% |
| YTD | -26.5% | +1.0% | -27.5% | -27.2% |
| 1Y | -28.3% | +19.6% | -47.8% | -30.6% |
| 3Y | -54.1% | +125.4% | -179.5% | -61.4% |
| 5Y | -61.2% | +140.7% | -202.0% | -70.3% |
| All | -61.2% | +139.7% | -200.9% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling