+127.4%
ADBE vs HD
+253.5%
-126.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.2% |
| 7D | -3.8% | +5.2% | -9.0% | -6.9% |
| 30D | -2.3% | +20.7% | -23.0% | -13.1% |
| 3M | -13.3% | +0.8% | -14.1% | -14.1% |
| 6M | -6.5% | +12.2% | -18.7% | -14.0% |
| YTD | -32.4% | +4.2% | -36.6% | -35.7% |
| 1Y | -28.0% | -2.6% | -25.5% | -28.7% |
| 3Y | -60.4% | +30.0% | -90.4% | -68.6% |
| 5Y | -63.4% | +8.1% | -71.5% | -67.5% |
| 10Y | +127.4% | +247.2% | -119.7% | +8.9% |
| All | +127.4% | +253.5% | -126.1% | +8.9% |
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