-61.5%
ADBE vs IRM
+190.5%
-252.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -8.9% | +3.0% | -11.9% | -9.7% |
| 30D | -6.6% | -5.2% | -1.4% | -5.4% |
| 3M | +7.1% | -8.0% | +15.2% | +9.0% |
| 6M | -9.8% | +9.2% | -18.9% | -14.0% |
| YTD | -27.2% | +41.0% | -68.2% | -37.1% |
| 1Y | -28.0% | +23.3% | -51.3% | -35.1% |
| 3Y | -54.5% | +102.8% | -157.4% | -69.4% |
| 5Y | -61.5% | +192.8% | -254.3% | -80.0% |
| All | -61.5% | +190.5% | -252.0% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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