-63.7%
ADBE vs IBN
+72.7%
-136.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.8% |
| 7D | -3.2% | +5.7% | -8.9% | -5.6% |
| 30D | +1.0% | +20.5% | -19.5% | -7.2% |
| 3M | -7.8% | +15.2% | -23.1% | -13.6% |
| 6M | -1.0% | +34.5% | -35.5% | -13.7% |
| YTD | -31.8% | +16.4% | -48.2% | -36.8% |
| 1Y | -29.2% | +13.5% | -42.8% | -33.6% |
| 3Y | -60.1% | +55.4% | -115.5% | -70.1% |
| 5Y | -63.7% | +73.1% | -136.8% | -75.5% |
| All | -63.7% | +72.7% | -136.5% | -75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling