-54.9%
ADBE vs MUB
+8.2%
-63.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -8.9% | -0.7% | -8.2% | -8.4% |
| 30D | -6.6% | -2.0% | -4.7% | -5.2% |
| 3M | +7.1% | -2.5% | +9.7% | +9.1% |
| 6M | -9.8% | -2.3% | -7.4% | -8.2% |
| YTD | -27.2% | -1.3% | -25.9% | -26.5% |
| 1Y | -28.0% | +1.1% | -29.1% | -28.6% |
| All | -54.9% | +8.2% | -63.1% | -59.5% |
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