+148.0%
ADBE vs HD
+208.4%
-60.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.8% | -1.4% |
| 7D | -12.9% | -3.9% | -9.0% | -10.8% |
| 30D | -5.6% | -13.1% | +7.5% | +2.7% |
| 3M | +6.6% | -3.4% | +10.1% | +8.3% |
| 6M | -9.6% | -12.6% | +3.0% | -3.3% |
| YTD | -28.9% | -9.2% | -19.7% | -26.2% |
| 1Y | -28.9% | -23.9% | -5.0% | -17.4% |
| 3Y | -55.6% | +0.4% | -56.0% | -58.2% |
| 5Y | -62.2% | +4.5% | -66.8% | -65.7% |
| All | +148.0% | +208.4% | -60.4% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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