+462.4%
ADBE vs MUB
+76.5%
+385.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +1.6% | -1.3% | +2.8% | +2.3% |
| 30D | +1.0% | +2.2% | -1.2% | -0.2% |
| 3M | -10.1% | -1.6% | -8.5% | -9.3% |
| 6M | +3.0% | -1.3% | +4.2% | +3.7% |
| YTD | -30.5% | -0.7% | -29.9% | -30.3% |
| 1Y | -27.1% | -0.2% | -26.9% | -27.1% |
| 3Y | -58.8% | +9.6% | -68.5% | -60.9% |
| 5Y | -63.0% | +2.6% | -65.6% | -63.9% |
| 10Y | +134.5% | +21.5% | +113.0% | +123.8% |
| All | +462.4% | +76.5% | +385.9% | +381.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling