+52.8%
IONQ vs ADBE
-64.1%
+116.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.9% | +26.3% | +25.1% |
| 7D | +8.6% | -4.4% | +13.0% | +11.0% |
| 30D | -21.1% | +2.8% | -23.9% | -23.3% |
| 3M | -17.9% | -8.0% | -9.8% | -15.7% |
| 6M | -37.9% | -4.3% | -33.6% | -41.0% |
| YTD | -27.3% | -31.6% | +4.3% | -12.6% |
| 1Y | -43.2% | -26.9% | -16.3% | -35.7% |
| 3Y | +191.0% | -57.7% | +248.7% | +355.8% |
| All | +52.8% | -64.1% | +116.9% | +256.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling