+148.0%
ADBE vs HRB
+207.5%
-59.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | -12.9% | -12.2% | -0.7% | -10.1% |
| 30D | -5.6% | -3.0% | -2.7% | -5.3% |
| 3M | +6.6% | +21.7% | -15.1% | +1.5% |
| 6M | -9.6% | +52.3% | -61.9% | -18.6% |
| YTD | -28.9% | +6.5% | -35.4% | -30.8% |
| 1Y | -28.9% | -6.7% | -22.3% | -28.9% |
| 3Y | -55.6% | +25.1% | -80.7% | -59.3% |
| 5Y | -62.2% | +113.8% | -176.0% | -69.7% |
| All | +148.0% | +207.5% | -59.5% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling