-60.9%
ADBE vs HRB
+114.1%
-175.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.2% |
| 7D | -5.4% | -8.0% | +2.7% | -3.3% |
| 30D | -2.5% | -16.0% | +13.4% | +2.0% |
| 3M | +15.3% | +26.9% | -11.6% | +8.2% |
| 6M | -7.8% | +51.1% | -59.0% | -17.2% |
| YTD | -27.9% | +7.1% | -35.0% | -30.1% |
| 1Y | -28.0% | -9.6% | -18.4% | -27.7% |
| 3Y | -55.3% | +25.4% | -80.7% | -59.8% |
| All | -60.9% | +114.1% | -175.0% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling