+38.8%
IGV vs ADBE
-58.8%
+97.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.1% |
| 7D | +2.3% | +1.6% | +0.8% | +1.6% |
| 30D | -6.0% | +1.0% | -7.0% | -6.8% |
| 3M | -4.8% | -10.1% | +5.3% | -0.6% |
| 6M | +14.2% | +3.0% | +11.3% | +11.3% |
| YTD | -4.2% | -30.5% | +26.3% | +10.0% |
| 1Y | -5.3% | -27.1% | +21.9% | +6.5% |
| 3Y | +38.8% | -58.8% | +97.6% | +86.4% |
| All | +38.8% | -58.8% | +97.6% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling