-62.2%
ADBE vs IBN
+52.7%
-115.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -12.9% | -5.5% | -7.4% | -10.8% |
| 30D | -5.6% | -3.4% | -2.2% | -4.3% |
| 3M | +6.6% | +8.7% | -2.1% | +2.6% |
| 6M | -9.6% | +3.7% | -13.3% | -11.4% |
| YTD | -28.9% | -2.4% | -26.5% | -28.7% |
| 1Y | -28.9% | -8.1% | -20.9% | -26.9% |
| 3Y | -55.6% | +26.3% | -81.9% | -62.8% |
| 5Y | -62.2% | +54.9% | -117.2% | -73.1% |
| All | -62.2% | +52.7% | -115.0% | -73.1% |
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