-1.0%
ADBE vs AMIX
-81.6%
+80.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.4% | +8.8% | +0.4% |
| 7D | -3.2% | -10.9% | +7.6% | -3.2% |
| 30D | +1.0% | -55.0% | +55.9% | +1.4% |
| 3M | -7.8% | -82.0% | +74.2% | -7.0% |
| 6M | -1.0% | -80.4% | +79.5% | -7.9% |
| All | -1.0% | -81.6% | +80.6% | -7.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling