+48.4%
ADBE vs MDB
+986.0%
-937.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | -8.9% | -4.5% | -4.4% | -7.7% |
| 30D | -6.6% | -14.0% | +7.4% | -3.1% |
| 3M | +7.1% | +5.3% | +1.8% | +4.6% |
| 6M | -9.8% | +31.9% | -41.6% | -17.9% |
| YTD | -27.2% | -14.6% | -12.6% | -26.8% |
| 1Y | -28.0% | +8.2% | -36.3% | -33.1% |
| 3Y | -54.5% | -5.0% | -49.5% | -60.2% |
| 5Y | -61.5% | -24.5% | -36.9% | -68.1% |
| All | +48.4% | +986.0% | -937.6% | -51.2% |
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