+148.0%
ADBE vs MTB
+172.9%
-24.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | -12.9% | -0.4% | -12.5% | -12.8% |
| 30D | -5.6% | -4.6% | -1.0% | -4.7% |
| 3M | +6.6% | +7.4% | -0.8% | +4.9% |
| 6M | -9.6% | +18.7% | -28.2% | -13.1% |
| YTD | -28.9% | +21.1% | -50.0% | -32.1% |
| 1Y | -28.9% | +24.1% | -53.0% | -32.6% |
| 3Y | -55.6% | +115.3% | -170.9% | -63.0% |
| 5Y | -62.2% | +106.0% | -168.3% | -68.6% |
| All | +148.0% | +172.9% | -24.9% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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