-61.5%
ADBE vs HAL
+112.2%
-173.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -8.9% | -1.3% | -7.6% | -8.7% |
| 30D | -6.6% | +10.9% | -17.5% | -8.1% |
| 3M | +7.1% | -5.8% | +13.0% | +8.0% |
| 6M | -9.8% | +8.1% | -17.9% | -11.2% |
| YTD | -27.2% | +33.2% | -60.4% | -30.9% |
| 1Y | -28.0% | +74.2% | -102.2% | -34.9% |
| 3Y | -54.5% | -3.7% | -50.8% | -55.8% |
| 5Y | -61.5% | +111.9% | -173.4% | -65.0% |
| All | -61.5% | +112.2% | -173.7% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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