+20,355.4%
ADBE vs HAL
+535.9%
+19,819.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +1.2% |
| 7D | +1.6% | +6.1% | -4.5% | +0.3% |
| 30D | +1.0% | +2.9% | -1.9% | +0.2% |
| 3M | -10.1% | +3.3% | -13.5% | -11.0% |
| 6M | +3.0% | -16.9% | +19.9% | +6.5% |
| YTD | -30.5% | +21.2% | -51.7% | -34.3% |
| 1Y | -27.1% | +27.5% | -54.7% | -31.8% |
| 3Y | -58.8% | -6.4% | -52.4% | -59.8% |
| 5Y | -63.0% | +58.0% | -121.0% | -69.1% |
| 10Y | +134.5% | -14.6% | +149.1% | +95.4% |
| All | +20,355.4% | +535.9% | +19,819.6% | +8,381.4% |
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