+148.0%
ADBE vs MDY
+175.0%
-26.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.4% | -1.6% |
| 7D | -12.9% | -2.5% | -10.4% | -11.1% |
| 30D | -5.6% | -5.0% | -0.6% | -1.7% |
| 3M | +6.6% | +0.5% | +6.2% | +5.6% |
| 6M | -9.6% | +8.0% | -17.6% | -16.2% |
| YTD | -28.9% | +12.2% | -41.1% | -36.5% |
| 1Y | -28.9% | +14.0% | -42.9% | -37.5% |
| 3Y | -55.6% | +48.2% | -103.8% | -69.5% |
| 5Y | -62.2% | +46.1% | -108.3% | -73.3% |
| All | +148.0% | +175.0% | -26.9% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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