+37.8%
ADBE vs MDB
+906.0%
-868.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.6% |
| 7D | -3.8% | -1.0% | -2.8% | -3.7% |
| 30D | -2.3% | -14.0% | +11.7% | +0.8% |
| 3M | -13.3% | -20.3% | +7.0% | -9.8% |
| 6M | -6.5% | +10.9% | -17.3% | -12.1% |
| YTD | -32.4% | -20.9% | -11.5% | -31.8% |
| 1Y | -28.0% | -11.2% | -16.8% | -30.4% |
| 3Y | -60.4% | -11.9% | -48.5% | -65.1% |
| 5Y | -63.4% | -40.2% | -23.3% | -68.0% |
| All | +37.8% | +906.0% | -868.2% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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