+938.5%
IGV vs ADBE
+1,151.6%
-213.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.3% |
| 7D | +2.3% | +1.6% | +0.8% | +1.5% |
| 30D | -6.0% | +1.0% | -7.0% | -6.9% |
| 3M | -4.8% | -10.1% | +5.3% | 0.0% |
| 6M | +14.2% | +3.0% | +11.3% | +10.3% |
| YTD | -4.2% | -30.5% | +26.3% | +13.4% |
| 1Y | -5.3% | -27.1% | +21.9% | +9.1% |
| 3Y | +38.8% | -58.8% | +97.6% | +107.2% |
| 5Y | +14.2% | -63.0% | +77.2% | +75.7% |
| 10Y | +357.6% | +134.5% | +223.1% | +173.3% |
| All | +938.5% | +1,151.6% | -213.1% | +91.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling