+12.4%
IVV vs ADBE
-28.8%
+41.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.3% |
| 7D | -0.9% | -4.4% | +3.5% | -0.8% |
| 30D | -2.3% | -0.2% | -2.1% | -2.4% |
| 3M | -1.2% | -9.9% | +8.7% | -0.9% |
| 6M | +3.3% | -3.5% | +6.8% | +3.6% |
| YTD | +12.3% | -32.1% | +44.4% | +14.8% |
| All | +12.4% | -28.8% | +41.2% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling