-63.7%
ADBE vs IAU
+106.1%
-169.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.4% |
| 7D | -3.2% | -5.5% | +2.3% | -3.2% |
| 30D | +1.0% | -7.0% | +7.9% | +1.0% |
| 3M | -7.8% | -12.3% | +4.5% | -7.7% |
| 6M | -1.0% | -17.9% | +17.0% | -0.7% |
| YTD | -31.8% | -10.3% | -21.5% | -32.5% |
| 1Y | -29.2% | -7.9% | -21.3% | -30.2% |
| 3Y | -60.1% | +98.7% | -158.7% | -66.8% |
| 5Y | -63.7% | +105.0% | -168.8% | -72.9% |
| All | -63.7% | +106.1% | -169.8% | -72.9% |
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 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