+3,617.2%
ADBE vs IVZ
+1,117.8%
+2,499.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -7.1% |
| 7D | -8.6% | +0.6% | -9.2% | -8.8% |
| 30D | +2.8% | +4.0% | -1.2% | +1.3% |
| 3M | +3.1% | +18.2% | -15.0% | -3.6% |
| 6M | -2.4% | +32.8% | -35.2% | -13.0% |
| YTD | -23.9% | +28.7% | -52.6% | -31.6% |
| 1Y | -22.6% | +55.4% | -78.0% | -35.0% |
| 3Y | -52.7% | +135.2% | -187.9% | -67.0% |
| 5Y | -60.0% | +64.2% | -124.2% | -69.0% |
| 10Y | +157.3% | +64.6% | +92.7% | +76.3% |
| All | +3,617.2% | +1,117.8% | +2,499.4% | +1,148.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling