-59.9%
ADBE vs MUB
+10.7%
-70.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | +0.1% |
| 7D | -3.8% | +0.6% | -4.5% | -4.4% |
| 30D | -2.3% | +3.4% | -5.7% | -5.0% |
| 3M | -13.3% | -0.7% | -12.6% | -13.5% |
| 6M | -6.5% | -1.0% | -5.5% | -6.6% |
| YTD | -32.4% | 0.0% | -32.4% | -32.9% |
| 1Y | -28.0% | +0.4% | -28.4% | -28.7% |
| All | -59.9% | +10.7% | -70.6% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling