-61.5%
ADBE vs HDB
-38.7%
-22.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | -0.3% |
| 7D | -8.9% | -4.9% | -4.0% | -7.3% |
| 30D | -6.6% | -5.8% | -0.8% | -4.8% |
| 3M | +7.1% | -5.2% | +12.3% | +8.4% |
| 6M | -9.8% | -25.7% | +15.9% | -0.6% |
| YTD | -27.2% | -39.6% | +12.4% | -13.4% |
| 1Y | -28.0% | -36.9% | +8.9% | -16.0% |
| 3Y | -54.5% | -29.7% | -24.8% | -50.3% |
| 5Y | -61.5% | -37.8% | -23.7% | -57.1% |
| All | -61.5% | -38.7% | -22.8% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling