+357.7%
IGV vs ADBE
+154.3%
+203.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.5% |
| 7D | -2.9% | -5.4% | +2.4% | +0.3% |
| 30D | -1.5% | -2.5% | +1.0% | -0.1% |
| 3M | +11.7% | +15.3% | -3.6% | +1.0% |
| 6M | +18.4% | -7.8% | +26.3% | +22.1% |
| YTD | -3.9% | -27.9% | +24.0% | +14.8% |
| 1Y | -9.7% | -28.0% | +18.4% | +7.3% |
| 3Y | +38.4% | -55.3% | +93.8% | +108.6% |
| 5Y | +21.6% | -61.7% | +83.3% | +95.1% |
| All | +357.7% | +154.3% | +203.4% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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