-58.8%
ADBE vs IVZ
+152.3%
-211.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.4% |
| 7D | +1.6% | +7.6% | -6.0% | +0.1% |
| 30D | +1.0% | +4.3% | -3.3% | 0.0% |
| 3M | -10.1% | -9.3% | -0.8% | -8.6% |
| 6M | +3.0% | +5.2% | -2.3% | +1.0% |
| YTD | -30.5% | +13.4% | -44.0% | -33.4% |
| 1Y | -27.1% | +25.4% | -52.5% | -31.8% |
| 3Y | -58.8% | +152.5% | -211.3% | -66.1% |
| All | -58.8% | +152.3% | -211.1% | -66.1% |
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