+21,548.7%
ADBE vs HRB
+3,134.5%
+18,414.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.5% | +3.0% | -1.4% |
| 7D | -10.1% | -9.1% | -1.0% | -7.3% |
| 30D | -3.0% | +0.3% | -3.3% | -3.7% |
| 3M | +5.0% | +23.4% | -18.4% | -2.2% |
| 6M | -9.3% | +45.1% | -54.4% | -20.4% |
| YTD | -26.5% | +8.9% | -35.4% | -29.7% |
| 1Y | -28.3% | -7.9% | -20.4% | -27.9% |
| 3Y | -54.1% | +27.9% | -82.0% | -59.5% |
| 5Y | -61.2% | +108.3% | -169.5% | -71.6% |
| 10Y | +152.5% | +208.4% | -55.9% | +45.2% |
| All | +21,548.7% | +3,134.5% | +18,414.2% | +3,032.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling