-27.8%
ADBE vs IWD
+29.9%
-57.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -1.6% |
| 7D | -5.6% | +1.3% | -6.9% | -6.1% |
| 30D | -2.0% | +3.6% | -5.6% | -3.4% |
| 3M | -10.5% | +2.3% | -12.8% | -11.4% |
| 6M | -6.2% | +13.0% | -19.3% | -7.6% |
| YTD | -32.2% | +26.2% | -58.4% | -36.8% |
| All | -27.8% | +29.9% | -57.7% | -34.6% |
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