-54.1%
ADBE vs IBB
+64.8%
-118.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.8% |
| 7D | -10.1% | -1.7% | -8.4% | -9.6% |
| 30D | -3.0% | +4.9% | -7.9% | -4.6% |
| 3M | +5.0% | +24.2% | -19.2% | -2.5% |
| 6M | -9.3% | +23.8% | -33.1% | -16.0% |
| YTD | -26.5% | +23.0% | -49.4% | -31.9% |
| 1Y | -28.3% | +46.2% | -74.4% | -38.4% |
| 3Y | -54.1% | +64.8% | -118.9% | -63.4% |
| All | -54.1% | +64.8% | -118.9% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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