-58.9%
ADBE vs MDB
-12.1%
-46.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.5% | -1.7% |
| 7D | -5.6% | -0.9% | -4.7% | -5.6% |
| 30D | -2.0% | -15.2% | +13.1% | +0.3% |
| 3M | -10.5% | -17.9% | +7.4% | -8.5% |
| 6M | -6.2% | +9.3% | -15.5% | -9.5% |
| YTD | -32.2% | -22.0% | -10.2% | -31.7% |
| 1Y | -27.4% | -9.3% | -18.1% | -29.0% |
| 3Y | -58.9% | -10.4% | -48.5% | -61.7% |
| All | -58.9% | -12.1% | -46.8% | -61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling