-55.9%
ADBE vs MO
+95.5%
-151.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.4% |
| 7D | -12.9% | -1.0% | -11.9% | -12.9% |
| 30D | -5.6% | +5.8% | -11.4% | -5.9% |
| 3M | +6.6% | -4.5% | +11.1% | +6.8% |
| 6M | -9.6% | +5.7% | -15.3% | -8.5% |
| YTD | -28.9% | +23.1% | -52.0% | -27.6% |
| 1Y | -28.9% | +10.9% | -39.8% | -27.8% |
| All | -55.9% | +95.5% | -151.4% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling