+20.7%
IWM vs ADBE
-64.2%
+84.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.7% |
| 7D | -2.0% | -4.4% | +2.3% | -1.0% |
| 30D | -1.5% | +2.8% | -4.3% | -2.3% |
| 3M | -8.0% | -8.0% | 0.0% | -6.7% |
| 6M | -4.1% | -4.3% | +0.2% | -4.7% |
| YTD | +11.9% | -31.6% | +43.6% | +22.0% |
| 1Y | +15.0% | -26.9% | +41.9% | +22.6% |
| 3Y | +64.2% | -57.7% | +121.9% | +100.2% |
| All | +20.7% | -64.2% | +84.9% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling