+151.4%
ADBE vs HDB
+42.1%
+109.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.9% | -5.5% | -1.0% |
| 7D | -5.4% | +0.7% | -6.0% | -5.6% |
| 30D | -2.5% | +1.0% | -3.5% | -3.0% |
| 3M | +15.3% | -2.0% | +17.3% | +15.4% |
| 6M | -7.8% | -18.1% | +10.3% | -2.2% |
| YTD | -27.9% | -36.1% | +8.2% | -16.6% |
| 1Y | -28.0% | -34.0% | +6.0% | -17.8% |
| 3Y | -55.3% | -26.7% | -28.6% | -51.9% |
| 5Y | -61.7% | -33.9% | -27.8% | -57.9% |
| All | +151.4% | +42.1% | +109.4% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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