-55.9%
ADBE vs HRB
+25.2%
-81.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | -12.9% | -12.2% | -0.7% | -10.0% |
| 30D | -5.6% | -3.0% | -2.7% | -5.2% |
| 3M | +6.6% | +21.7% | -15.1% | +1.7% |
| 6M | -9.6% | +52.3% | -61.9% | -17.5% |
| YTD | -28.9% | +6.5% | -35.4% | -31.4% |
| 1Y | -28.9% | -6.7% | -22.3% | -30.4% |
| All | -55.9% | +25.2% | -81.1% | -60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling