-57.7%
ADBE vs HST
+77.0%
-134.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -4.4% | -2.7% | -1.7% | -3.7% |
| 30D | +2.8% | +10.7% | -7.9% | -0.2% |
| 3M | -8.0% | +6.3% | -14.3% | -9.8% |
| 6M | -4.3% | +19.0% | -23.3% | -9.6% |
| YTD | -31.6% | +47.0% | -78.7% | -40.2% |
| 1Y | -26.9% | +53.4% | -80.3% | -37.1% |
| 3Y | -57.7% | +78.0% | -135.7% | -65.8% |
| All | -57.7% | +77.0% | -134.7% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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