+860.9%
ADBE vs IAU
+875.8%
-14.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -6.7% |
| 7D | -8.6% | -0.5% | -8.1% | -8.6% |
| 30D | +2.8% | +4.4% | -1.7% | +2.7% |
| 3M | +3.1% | -1.1% | +4.2% | +3.2% |
| 6M | -2.4% | -13.7% | +11.3% | -2.1% |
| YTD | -23.9% | +2.7% | -26.6% | -24.1% |
| 1Y | -22.6% | +24.6% | -47.2% | -23.4% |
| 3Y | -52.7% | +126.8% | -179.5% | -54.5% |
| 5Y | -60.0% | +139.5% | -199.5% | -61.7% |
| 10Y | +157.3% | +226.3% | -68.9% | +146.9% |
| All | +860.9% | +875.8% | -14.8% | +748.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling