-27.1%
ADBE vs IWD
+28.9%
-56.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.6% | +2.3% | -0.7% | +0.7% |
| 30D | +1.0% | +3.6% | -2.6% | -0.4% |
| 3M | -10.1% | +2.2% | -12.3% | -11.0% |
| 6M | +3.0% | +13.0% | -10.0% | +1.7% |
| YTD | -30.5% | +26.5% | -57.1% | -34.9% |
| 1Y | -27.1% | +30.1% | -57.3% | -33.3% |
| All | -27.1% | +28.9% | -56.1% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling