-62.2%
ADBE vs IWF
+71.2%
-133.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.4% | -1.4% |
| 7D | -12.9% | -1.7% | -11.2% | -11.4% |
| 30D | -5.6% | -1.8% | -3.8% | -3.9% |
| 3M | +6.6% | +1.5% | +5.2% | +3.6% |
| 6M | -9.6% | +7.7% | -17.3% | -17.7% |
| YTD | -28.9% | +2.7% | -31.6% | -32.0% |
| 1Y | -28.9% | +6.8% | -35.7% | -35.3% |
| 3Y | -55.6% | +76.9% | -132.5% | -78.6% |
| 5Y | -62.2% | +73.4% | -135.6% | -80.0% |
| All | -62.2% | +71.2% | -133.4% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling