-62.2%
ADBE vs MKC
-33.9%
-28.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.6% | -2.2% |
| 7D | -12.9% | -2.8% | -10.1% | -12.5% |
| 30D | -5.6% | -3.4% | -2.3% | -5.0% |
| 3M | +6.6% | +3.8% | +2.9% | +6.1% |
| 6M | -9.6% | -17.9% | +8.4% | -6.9% |
| YTD | -28.9% | -23.6% | -5.3% | -26.1% |
| 1Y | -28.9% | -23.1% | -5.9% | -26.3% |
| 3Y | -55.6% | -31.5% | -24.1% | -52.7% |
| 5Y | -62.2% | -33.1% | -29.2% | -59.2% |
| All | -62.2% | -33.9% | -28.3% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 5y: compounded portfolio wealth divided by compounded MKC 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…
5y analysis · Full analysis span regression · 6 months rolling