+3,103.5%
ADBE vs HIG
+995.0%
+2,108.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | +1.6% | +2.6% | -1.0% | +1.0% |
| 30D | +1.0% | +4.2% | -3.2% | +0.1% |
| 3M | -10.1% | +0.2% | -10.3% | -10.2% |
| 6M | +3.0% | +4.6% | -1.6% | +2.0% |
| YTD | -30.5% | +1.1% | -31.7% | -30.8% |
| 1Y | -27.1% | +4.7% | -31.8% | -28.0% |
| 3Y | -58.8% | +95.5% | -154.3% | -64.6% |
| 5Y | -63.0% | +111.7% | -174.7% | -68.8% |
| 10Y | +134.5% | +263.4% | -129.0% | +68.8% |
| All | +3,103.5% | +995.0% | +2,108.6% | +1,153.1% |
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