-62.0%
ADBE vs AMIX
-100.0%
+37.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -4.4% | -16.0% | +11.7% | -4.3% |
| 30D | +2.8% | -55.4% | +58.2% | +3.3% |
| 3M | -8.0% | -87.5% | +79.5% | -6.9% |
| 6M | -4.3% | -81.2% | +76.9% | -5.8% |
| YTD | -31.6% | -86.8% | +55.2% | -32.6% |
| 1Y | -26.9% | -91.6% | +64.7% | -27.8% |
| All | -62.0% | -100.0% | +37.9% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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