+21,548.7%
ADBE vs MKC
+3,364.7%
+18,183.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.1% | -3.4% |
| 7D | -10.1% | -4.3% | -5.7% | -8.7% |
| 30D | -3.0% | -2.0% | -1.0% | -2.3% |
| 3M | +5.0% | +10.0% | -5.0% | +1.7% |
| 6M | -9.3% | -18.5% | +9.2% | -3.3% |
| YTD | -26.5% | -22.4% | -4.1% | -20.9% |
| 1Y | -28.3% | -23.6% | -4.6% | -22.6% |
| 3Y | -54.1% | -30.4% | -23.6% | -49.8% |
| 5Y | -61.2% | -34.2% | -27.0% | -57.5% |
| 10Y | +152.5% | +26.8% | +125.7% | +114.7% |
| All | +21,548.7% | +3,364.7% | +18,183.9% | +7,017.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling