+151.4%
ADBE vs MOH
+264.4%
-112.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.0% |
| 7D | -5.4% | +1.7% | -7.1% | -5.7% |
| 30D | -2.5% | -0.9% | -1.6% | -2.4% |
| 3M | +15.3% | +5.7% | +9.6% | +13.7% |
| 6M | -7.8% | +39.1% | -47.0% | -14.4% |
| YTD | -27.9% | +17.7% | -45.6% | -31.8% |
| 1Y | -28.0% | +8.4% | -36.4% | -31.2% |
| 3Y | -55.3% | -36.6% | -18.8% | -54.2% |
| 5Y | -61.7% | -19.1% | -42.6% | -63.8% |
| All | +151.4% | +264.4% | -112.9% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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