+137.3%
ADBE vs MOS
-3.5%
+140.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | +1.6% | -2.0% | +3.5% | +1.8% |
| 30D | +1.0% | +15.3% | -14.3% | -1.2% |
| 3M | -10.1% | +1.5% | -11.6% | -10.8% |
| 6M | +3.0% | -2.0% | +4.9% | +2.1% |
| YTD | -30.5% | -6.5% | -24.0% | -31.2% |
| 1Y | -27.1% | -11.1% | -16.1% | -27.3% |
| 3Y | -58.8% | -30.3% | -28.6% | -58.3% |
| 5Y | -63.0% | -33.5% | -29.5% | -63.5% |
| All | +137.3% | -3.5% | +140.8% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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