-60.9%
ADBE vs DHI
+61.2%
-122.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.9% |
| 7D | -5.4% | -3.4% | -2.0% | -4.4% |
| 30D | -2.5% | -5.4% | +2.9% | -0.9% |
| 3M | +15.3% | -10.4% | +25.7% | +18.6% |
| 6M | -7.8% | -2.8% | -5.1% | -8.5% |
| YTD | -27.9% | -3.4% | -24.5% | -28.8% |
| 1Y | -28.0% | -22.9% | -5.1% | -23.4% |
| 3Y | -55.3% | +20.7% | -76.0% | -63.7% |
| All | -60.9% | +61.2% | -122.1% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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