+22,327.1%
ADBE vs HAL
+597.8%
+21,729.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.6% |
| 7D | -8.6% | +2.9% | -11.5% | -9.2% |
| 30D | +2.8% | +17.0% | -14.3% | -0.8% |
| 3M | +3.1% | -9.7% | +12.8% | +5.0% |
| 6M | -2.4% | +8.6% | -11.0% | -4.8% |
| YTD | -23.9% | +33.0% | -56.8% | -29.2% |
| 1Y | -22.6% | +68.3% | -90.9% | -32.0% |
| 3Y | -52.7% | +0.1% | -52.8% | -54.5% |
| 5Y | -60.0% | +102.6% | -162.6% | -68.4% |
| 10Y | +157.3% | +3.8% | +153.5% | +105.3% |
| All | +22,327.1% | +597.8% | +21,729.3% | +9,035.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling