+127.4%
ADBE vs IWD
+203.8%
-76.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.8% | +1.6% | -5.4% | -5.4% |
| 30D | -2.3% | +3.6% | -5.9% | -5.7% |
| 3M | -13.3% | +2.0% | -15.3% | -14.9% |
| 6M | -6.5% | +13.1% | -19.5% | -17.3% |
| YTD | -32.4% | +26.2% | -58.6% | -46.7% |
| 1Y | -28.0% | +29.6% | -57.6% | -44.7% |
| 3Y | -60.4% | +84.3% | -144.7% | -78.8% |
| 5Y | -63.4% | +73.4% | -136.9% | -78.8% |
| 10Y | +127.4% | +202.4% | -75.0% | -19.1% |
| All | +127.4% | +203.8% | -76.4% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling