+156.4%
ADBE vs MSCI
+615.8%
-459.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.3% |
| 7D | -8.9% | -1.1% | -7.8% | -8.3% |
| 30D | -6.6% | -1.2% | -5.5% | -5.8% |
| 3M | +7.1% | -8.4% | +15.5% | +12.9% |
| 6M | -9.8% | -1.0% | -8.7% | -9.3% |
| YTD | -27.2% | -2.3% | -24.9% | -26.7% |
| 1Y | -28.0% | -1.2% | -26.8% | -28.4% |
| 3Y | -54.5% | +7.9% | -62.4% | -59.1% |
| 5Y | -61.5% | -10.1% | -51.4% | -61.8% |
| 10Y | +156.4% | +631.0% | -474.5% | -23.5% |
| All | +156.4% | +615.8% | -459.3% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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