-22.6%
ADBE vs ROIV
+177.7%
-200.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -6.7% |
| 7D | -8.6% | +0.6% | -9.2% | -8.6% |
| 30D | +2.8% | +1.0% | +1.8% | +2.9% |
| 3M | +3.1% | +18.3% | -15.2% | +3.2% |
| 6M | -2.4% | +18.3% | -20.7% | -2.5% |
| YTD | -23.9% | +61.0% | -84.8% | -24.0% |
| 1Y | -22.6% | +177.9% | -200.5% | -27.5% |
| All | -22.6% | +177.7% | -200.3% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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