+865.9%
ADBE vs IBN
+1,532.9%
-667.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.5% |
| 7D | -8.6% | +1.4% | -10.0% | -8.9% |
| 30D | +2.8% | -0.3% | +3.1% | +2.8% |
| 3M | +3.1% | +17.1% | -14.0% | -1.1% |
| 6M | -2.4% | +3.4% | -5.8% | -3.6% |
| YTD | -23.9% | +2.5% | -26.4% | -24.7% |
| 1Y | -22.6% | -4.2% | -18.4% | -22.3% |
| 3Y | -52.7% | +32.4% | -85.1% | -56.7% |
| 5Y | -60.0% | +59.2% | -119.2% | -65.0% |
| 10Y | +157.3% | +345.7% | -188.4% | +64.1% |
| All | +865.9% | +1,532.9% | -667.0% | +236.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling