-55.9%
ADBE vs IVZ
+132.2%
-188.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -12.9% | -2.4% | -10.5% | -12.5% |
| 30D | -5.6% | +2.5% | -8.1% | -6.1% |
| 3M | +6.6% | +17.1% | -10.4% | +2.6% |
| 6M | -9.6% | +35.1% | -44.7% | -16.3% |
| YTD | -28.9% | +24.3% | -53.2% | -32.9% |
| 1Y | -28.9% | +48.7% | -77.6% | -35.9% |
| All | -55.9% | +132.2% | -188.1% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling