-51.8%
ADBE vs ROIV
+280.9%
-332.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.8% |
| 7D | -3.2% | +9.2% | -12.4% | -4.0% |
| 30D | +1.0% | +19.9% | -19.0% | -0.6% |
| 3M | -7.8% | +10.6% | -18.4% | -8.9% |
| 6M | -1.0% | +36.1% | -37.0% | -4.3% |
| YTD | -31.8% | +84.3% | -116.1% | -36.3% |
| 1Y | -29.2% | +87.6% | -116.8% | -34.0% |
| 3Y | -60.1% | +353.9% | -414.0% | -66.2% |
| 5Y | -63.7% | +376.1% | -439.8% | -72.5% |
| All | -51.8% | +280.9% | -332.7% | -60.8% |
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