+21,346.7%
ADBE vs HL
+63.3%
+21,283.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -1.0% |
| 7D | -8.9% | +0.4% | -9.3% | -8.9% |
| 30D | -6.6% | +18.8% | -25.5% | -7.5% |
| 3M | +7.1% | +43.7% | -36.6% | +5.0% |
| 6M | -9.8% | -1.0% | -8.7% | -10.2% |
| YTD | -27.2% | +8.7% | -35.9% | -28.2% |
| 1Y | -28.0% | +105.0% | -133.0% | -31.6% |
| 3Y | -54.5% | +427.3% | -481.8% | -59.4% |
| 5Y | -61.5% | +249.3% | -310.8% | -65.3% |
| 10Y | +156.4% | +284.2% | -127.7% | +120.5% |
| All | +21,346.7% | +63.3% | +21,283.4% | +19,932.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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