-62.4%
ADBE vs AMIX
-99.9%
+37.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.1% | -0.3% |
| 7D | -3.8% | +11.4% | -15.3% | -3.9% |
| 30D | -2.3% | -40.5% | +38.2% | -2.0% |
| 3M | -13.3% | -80.1% | +66.8% | -12.5% |
| 6M | -6.5% | -74.8% | +68.4% | -8.0% |
| YTD | -32.4% | -84.0% | +51.6% | -33.4% |
| 1Y | -28.0% | -89.7% | +61.7% | -29.0% |
| All | -62.4% | -99.9% | +37.5% | -59.6% |
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