+120.0%
ADBE vs HAS
+106.1%
+13.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.3% |
| 7D | -5.6% | +2.2% | -7.8% | -6.3% |
| 30D | -2.0% | +29.6% | -31.6% | -9.6% |
| 3M | -10.5% | +30.3% | -40.8% | -17.6% |
| 6M | -6.2% | +25.6% | -31.8% | -13.1% |
| YTD | -32.2% | +50.8% | -83.0% | -41.2% |
| 1Y | -27.4% | +63.0% | -90.4% | -38.7% |
| 3Y | -58.9% | +211.6% | -270.5% | -72.6% |
| 5Y | -64.5% | +50.4% | -114.9% | -70.3% |
| 10Y | +120.0% | +101.9% | +18.1% | +60.1% |
| All | +120.0% | +106.1% | +13.9% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling