+3,290.4%
ADBE vs HIG
+980.5%
+2,309.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -3.0% |
| 7D | -10.1% | -1.1% | -9.0% | -9.8% |
| 30D | -3.0% | -4.9% | +1.9% | -1.9% |
| 3M | +5.0% | +6.8% | -1.8% | +3.6% |
| 6M | -9.3% | -1.7% | -7.6% | -9.0% |
| YTD | -26.5% | -0.2% | -26.3% | -26.5% |
| 1Y | -28.3% | +5.7% | -34.0% | -29.3% |
| 3Y | -54.1% | +100.3% | -154.4% | -60.7% |
| 5Y | -61.2% | +118.5% | -179.7% | -67.5% |
| 10Y | +152.5% | +309.7% | -157.2% | +77.3% |
| All | +3,290.4% | +980.5% | +2,309.9% | +1,230.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling