+78.1%
IVV vs ADBE
-58.8%
+136.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.7% |
| 7D | +2.6% | +1.6% | +1.0% | +2.3% |
| 30D | -2.0% | +1.0% | -3.0% | -2.3% |
| 3M | -2.8% | -10.1% | +7.4% | -1.6% |
| 6M | +2.2% | +3.0% | -0.8% | +0.7% |
| YTD | +11.5% | -30.5% | +42.1% | +18.6% |
| 1Y | +13.5% | -27.1% | +40.6% | +19.3% |
| 3Y | +78.1% | -58.8% | +136.9% | +100.2% |
| All | +78.1% | -58.8% | +136.9% | +100.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling