+148.0%
ADBE vs IBN
+316.4%
-168.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | -12.9% | -5.5% | -7.4% | -11.4% |
| 30D | -5.6% | -3.4% | -2.2% | -4.7% |
| 3M | +6.6% | +8.7% | -2.1% | +3.8% |
| 6M | -9.6% | +3.7% | -13.3% | -10.9% |
| YTD | -28.9% | -2.4% | -26.5% | -28.8% |
| 1Y | -28.9% | -8.1% | -20.9% | -27.7% |
| 3Y | -55.6% | +26.3% | -81.9% | -59.5% |
| 5Y | -62.2% | +54.9% | -117.2% | -67.7% |
| All | +148.0% | +316.4% | -168.4% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling