+1,171.6%
ADBE vs IBB
+566.2%
+605.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -4.1% |
| 7D | -4.4% | -1.8% | -2.5% | -3.3% |
| 30D | +2.8% | +5.1% | -2.3% | -1.1% |
| 3M | -8.0% | +10.7% | -18.8% | -15.2% |
| 6M | -4.3% | +22.9% | -27.2% | -18.9% |
| YTD | -31.6% | +26.7% | -58.3% | -43.8% |
| 1Y | -26.9% | +35.1% | -62.0% | -42.8% |
| 3Y | -57.7% | +80.2% | -137.9% | -73.9% |
| 5Y | -63.9% | +37.8% | -101.7% | -72.6% |
| 10Y | +125.3% | +161.2% | -35.9% | +6.9% |
| All | +1,171.6% | +566.2% | +605.4% | +133.9% |
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