-48.1%
ADBE vs ROIV
+295.0%
-343.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +18.8% | -22.2% | -5.0% |
| 7D | -10.1% | +20.2% | -30.2% | -11.6% |
| 30D | -3.0% | +14.1% | -17.1% | -4.3% |
| 3M | +5.0% | +45.6% | -40.6% | +1.1% |
| 6M | -9.3% | +44.1% | -53.4% | -12.7% |
| YTD | -26.5% | +91.2% | -117.6% | -31.4% |
| 1Y | -28.3% | +221.3% | -249.6% | -36.7% |
| 3Y | -54.1% | +229.2% | -283.3% | -60.1% |
| 5Y | -61.2% | +316.5% | -377.7% | -69.3% |
| All | -48.1% | +295.0% | -343.1% | -57.8% |
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