+1,119.2%
ADBE vs HBM
+654.4%
+464.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.8% | -9.2% | -4.3% |
| 7D | -10.1% | +7.4% | -17.4% | -11.0% |
| 30D | -3.0% | +5.1% | -8.1% | -3.9% |
| 3M | +5.0% | +11.1% | -6.1% | +2.3% |
| 6M | -9.3% | +30.2% | -39.5% | -14.6% |
| YTD | -26.5% | +46.2% | -72.7% | -32.7% |
| 1Y | -28.3% | +120.0% | -148.3% | -38.9% |
| 3Y | -54.1% | +527.4% | -581.5% | -68.1% |
| 5Y | -61.2% | +400.4% | -461.6% | -73.1% |
| 10Y | +152.5% | +621.5% | -469.0% | +41.1% |
| All | +1,119.2% | +654.4% | +464.9% | +396.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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