-62.2%
ADBE vs HIG
+118.8%
-181.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -12.9% | -2.3% | -10.6% | -12.1% |
| 30D | -5.6% | -1.2% | -4.4% | -5.2% |
| 3M | +6.6% | +6.3% | +0.3% | +4.2% |
| 6M | -9.6% | +0.6% | -10.1% | -9.9% |
| YTD | -28.9% | +0.6% | -29.5% | -29.3% |
| 1Y | -28.9% | +6.1% | -35.0% | -31.0% |
| 3Y | -55.6% | +102.0% | -157.6% | -67.9% |
| 5Y | -62.2% | +119.2% | -181.4% | -74.5% |
| All | -62.2% | +118.8% | -181.0% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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