+171.7%
IWM vs ADBE
+152.4%
+19.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.1% |
| 7D | -1.1% | -8.9% | +7.8% | +1.6% |
| 30D | -3.1% | -6.6% | +3.5% | -1.4% |
| 3M | +2.2% | +7.1% | -4.9% | -1.4% |
| 6M | +15.1% | -9.8% | +24.8% | +16.4% |
| YTD | +18.6% | -27.2% | +45.7% | +28.5% |
| 1Y | +24.0% | -28.0% | +52.0% | +34.5% |
| 3Y | +63.7% | -54.5% | +118.2% | +100.8% |
| 5Y | +38.2% | -61.5% | +99.7% | +73.2% |
| 10Y | +171.7% | +156.4% | +15.3% | +74.6% |
| All | +171.7% | +152.4% | +19.3% | +74.6% |
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