+151.4%
ADBE vs MO
+114.7%
+36.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -2.5% | +7.1% | -9.7% | -3.9% |
| 3M | +15.3% | -2.0% | +17.2% | +15.8% |
| 6M | -7.8% | +7.3% | -15.2% | -9.3% |
| YTD | -27.9% | +23.5% | -51.4% | -31.3% |
| 1Y | -28.0% | +11.0% | -39.0% | -29.9% |
| 3Y | -55.3% | +95.0% | -150.3% | -62.5% |
| 5Y | -61.7% | +100.6% | -162.4% | -68.6% |
| All | +151.4% | +114.7% | +36.7% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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