-52.1%
ADBE vs ROIV
+287.3%
-339.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -1.2% |
| 7D | -5.6% | +13.3% | -18.9% | -6.7% |
| 30D | -2.0% | +14.8% | -16.8% | -3.2% |
| 3M | -10.5% | +11.9% | -22.4% | -11.6% |
| 6M | -6.2% | +42.4% | -48.6% | -9.7% |
| YTD | -32.2% | +87.4% | -119.6% | -36.7% |
| 1Y | -27.4% | +97.2% | -124.6% | -32.7% |
| 3Y | -58.9% | +375.7% | -434.6% | -65.4% |
| 5Y | -64.5% | +379.0% | -443.5% | -73.1% |
| All | -52.1% | +287.3% | -339.4% | -61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling