-25.9%
ADBE vs HRB
+16.9%
-42.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.4% | -3.4% | -0.6% |
| 7D | -0.5% | +16.0% | -16.6% | -5.9% |
| 30D | +4.1% | +32.1% | -28.0% | -5.9% |
| 3M | -3.5% | +21.5% | -25.0% | -10.6% |
| 6M | -2.2% | +82.1% | -84.2% | -19.4% |
| YTD | -29.0% | +31.6% | -60.6% | -34.1% |
| 1Y | -25.9% | +15.9% | -41.8% | -30.1% |
| All | -25.9% | +16.9% | -42.8% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling