+151.4%
ADBE vs MKSI
+524.1%
-372.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +0.8% |
| 7D | -5.4% | +2.7% | -8.0% | -6.1% |
| 30D | -2.5% | -12.8% | +10.3% | +0.6% |
| 3M | +15.3% | -22.5% | +37.8% | +18.5% |
| 6M | -7.8% | +19.4% | -27.2% | -19.6% |
| YTD | -27.9% | +67.7% | -95.7% | -45.2% |
| 1Y | -28.0% | +131.4% | -159.5% | -52.3% |
| 3Y | -55.3% | +197.3% | -252.6% | -76.0% |
| 5Y | -61.7% | +87.0% | -148.7% | -75.9% |
| All | +151.4% | +524.1% | -372.7% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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