+3,555.7%
ADBE vs MKSI
+2,229.0%
+1,326.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.3% |
| 7D | -8.9% | +6.6% | -15.5% | -11.0% |
| 30D | -6.6% | -8.2% | +1.6% | -4.7% |
| 3M | +7.1% | -16.4% | +23.5% | +7.4% |
| 6M | -9.8% | +23.0% | -32.7% | -22.8% |
| YTD | -27.2% | +68.2% | -95.4% | -45.4% |
| 1Y | -28.0% | +148.6% | -176.6% | -54.3% |
| 3Y | -54.5% | +196.0% | -250.5% | -75.7% |
| 5Y | -61.5% | +87.4% | -148.9% | -76.1% |
| 10Y | +156.4% | +523.8% | -367.4% | -8.6% |
| All | +3,555.7% | +2,229.0% | +1,326.7% | +650.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling