-61.2%
ADBE vs HST
+72.4%
-133.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -10.1% | +2.0% | -12.1% | -10.8% |
| 30D | -3.0% | -5.2% | +2.2% | -1.1% |
| 3M | +5.0% | -6.2% | +11.2% | +7.3% |
| 6M | -9.3% | +20.4% | -29.7% | -16.8% |
| YTD | -26.5% | +30.6% | -57.1% | -35.1% |
| 1Y | -28.3% | +37.4% | -65.6% | -38.3% |
| 3Y | -54.1% | +66.1% | -120.2% | -64.9% |
| 5Y | -61.2% | +73.7% | -134.9% | -70.2% |
| All | -61.2% | +72.4% | -133.6% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling