+21,346.7%
ADBE vs MO
+15,083.2%
+6,263.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -8.9% | -2.4% | -6.5% | -8.3% |
| 30D | -6.6% | +3.6% | -10.2% | -7.5% |
| 3M | +7.1% | -3.7% | +10.8% | +8.2% |
| 6M | -9.8% | +4.5% | -14.3% | -11.1% |
| YTD | -27.2% | +21.5% | -48.7% | -31.2% |
| 1Y | -28.0% | +9.5% | -37.5% | -30.3% |
| 3Y | -54.5% | +93.6% | -148.1% | -62.6% |
| 5Y | -61.5% | +97.5% | -159.0% | -68.9% |
| 10Y | +156.4% | +111.2% | +45.3% | +96.7% |
| All | +21,346.7% | +15,083.2% | +6,263.6% | +2,744.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling