+973.2%
IGV vs ADBE
+1,272.2%
-299.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.7% | +4.5% | +1.3% |
| 7D | -4.5% | -8.6% | +4.1% | +0.1% |
| 30D | +3.2% | +2.8% | +0.4% | +1.6% |
| 3M | +4.5% | +3.1% | +1.4% | +1.6% |
| 6M | +22.1% | -2.4% | +24.5% | +21.9% |
| YTD | -1.0% | -23.9% | +22.8% | +12.4% |
| 1Y | -2.1% | -22.6% | +20.5% | +9.6% |
| 3Y | +44.6% | -52.7% | +97.3% | +101.4% |
| 5Y | +22.2% | -60.0% | +82.2% | +81.3% |
| 10Y | +364.7% | +157.3% | +207.4% | +165.8% |
| All | +973.2% | +1,272.2% | -299.1% | +89.3% |
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