+776.1%
IVV vs ADBE
+841.6%
-65.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | +1.5% |
| 7D | +0.1% | -8.6% | +8.7% | +2.6% |
| 30D | +0.1% | +2.8% | -2.7% | -1.0% |
| 3M | +2.0% | +3.1% | -1.1% | 0.0% |
| 6M | +13.0% | -2.4% | +15.5% | +11.7% |
| YTD | +13.6% | -23.9% | +37.4% | +20.0% |
| 1Y | +20.1% | -22.6% | +42.7% | +25.8% |
| 3Y | +77.6% | -52.7% | +130.3% | +108.4% |
| 5Y | +82.5% | -60.0% | +142.5% | +118.0% |
| 10Y | +316.5% | +157.3% | +159.2% | +191.4% |
| All | +776.1% | +841.6% | -65.4% | +254.8% |
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 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