-64.1%
ADBE vs IWD
+68.9%
-133.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.5% |
| 7D | -4.4% | -0.5% | -3.9% | -4.0% |
| 30D | +2.8% | +2.7% | +0.1% | -0.2% |
| 3M | -8.0% | +0.9% | -8.9% | -8.9% |
| 6M | -4.3% | +10.5% | -14.9% | -14.8% |
| YTD | -31.6% | +23.7% | -55.3% | -47.0% |
| 1Y | -26.9% | +28.7% | -55.6% | -46.0% |
| 3Y | -57.7% | +79.7% | -137.4% | -80.1% |
| All | -64.1% | +68.9% | -133.0% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling