-28.9%
ADBE vs MUB
+0.3%
-29.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.6% | -1.8% |
| 7D | -12.9% | -1.2% | -11.7% | -12.1% |
| 30D | -5.6% | -2.8% | -2.9% | -3.7% |
| 3M | +6.6% | -3.1% | +9.7% | +8.1% |
| 6M | -9.6% | -2.9% | -6.7% | -8.2% |
| YTD | -28.9% | -2.0% | -26.9% | -27.9% |
| 1Y | -28.9% | 0.0% | -28.9% | -24.2% |
| All | -28.9% | +0.3% | -29.2% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling