+1,316.2%
ADBE vs IBB
+560.8%
+755.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.1% |
| 7D | -8.6% | +1.4% | -10.0% | -9.5% |
| 30D | +2.8% | +10.5% | -7.7% | -4.6% |
| 3M | +3.1% | +23.6% | -20.5% | -12.1% |
| 6M | -2.4% | +22.6% | -25.0% | -17.1% |
| YTD | -23.9% | +25.7% | -49.5% | -36.7% |
| 1Y | -22.6% | +51.4% | -74.0% | -44.0% |
| 3Y | -52.7% | +64.4% | -117.1% | -68.6% |
| 5Y | -60.0% | +22.1% | -82.2% | -66.8% |
| 10Y | +157.3% | +132.5% | +24.9% | +32.7% |
| All | +1,316.2% | +560.8% | +755.3% | +163.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling