-29.0%
ADBE vs IWF
+6.2%
-35.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.4% | -2.1% |
| 7D | -12.9% | -1.7% | -11.2% | -12.5% |
| 30D | -5.6% | -1.8% | -3.8% | -5.3% |
| 3M | +6.6% | +1.5% | +5.2% | +6.0% |
| 6M | -9.6% | +7.7% | -17.3% | -12.2% |
| YTD | -28.9% | +2.7% | -31.6% | -29.5% |
| All | -29.0% | +6.2% | -35.2% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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