+309.6%
IVV vs ADBE
+124.8%
+184.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.6% |
| 7D | +0.1% | -5.6% | +5.7% | +1.9% |
| 30D | -3.3% | -2.0% | -1.3% | -3.0% |
| 3M | -2.4% | -10.5% | +8.1% | +0.2% |
| 6M | +2.6% | -6.2% | +8.8% | +2.4% |
| YTD | +11.3% | -32.2% | +43.5% | +23.2% |
| 1Y | +13.4% | -27.4% | +40.9% | +22.3% |
| 3Y | +80.3% | -58.9% | +139.2% | +129.8% |
| 5Y | +72.7% | -64.5% | +137.2% | +123.5% |
| 10Y | +309.6% | +120.0% | +189.6% | +186.2% |
| All | +309.6% | +124.8% | +184.8% | +186.2% |
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