-61.2%
ADBE vs MUB
+2.2%
-63.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -10.1% | -0.3% | -9.8% | -9.7% |
| 30D | -3.0% | -1.5% | -1.5% | -1.0% |
| 3M | +5.0% | -1.9% | +6.9% | +7.7% |
| 6M | -9.3% | -1.7% | -7.6% | -7.2% |
| YTD | -26.5% | -0.8% | -25.7% | -25.8% |
| 1Y | -28.3% | +1.5% | -29.8% | -29.8% |
| 3Y | -54.1% | +8.8% | -62.9% | -60.5% |
| 5Y | -61.2% | +2.0% | -63.2% | -65.2% |
| All | -61.2% | +2.2% | -63.4% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling