+148.0%
ADBE vs MDT
+40.9%
+107.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -12.9% | -1.6% | -11.3% | -12.3% |
| 30D | -5.6% | +1.0% | -6.7% | -6.2% |
| 3M | +6.6% | +15.2% | -8.6% | -0.4% |
| 6M | -9.6% | +3.7% | -13.2% | -11.5% |
| YTD | -28.9% | -3.0% | -25.9% | -28.4% |
| 1Y | -28.9% | +2.5% | -31.4% | -30.6% |
| 3Y | -55.6% | +26.5% | -82.0% | -62.1% |
| 5Y | -62.2% | -18.3% | -43.9% | -59.3% |
| All | +148.0% | +40.9% | +107.2% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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