+151.4%
ADBE vs AME
+445.1%
-293.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | -0.4% |
| 7D | -5.4% | +1.7% | -7.1% | -6.3% |
| 30D | -2.5% | -6.4% | +3.9% | +0.8% |
| 3M | +15.3% | +7.1% | +8.2% | +9.8% |
| 6M | -7.8% | +8.2% | -16.0% | -13.9% |
| YTD | -27.9% | +18.2% | -46.1% | -36.7% |
| 1Y | -28.0% | +26.7% | -54.8% | -39.8% |
| 3Y | -55.3% | +60.7% | -116.0% | -68.6% |
| 5Y | -61.7% | +91.6% | -153.3% | -75.9% |
| All | +151.4% | +445.1% | -293.6% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling