+152.5%
ADBE vs AMT
+94.9%
+57.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.4% |
| 7D | -10.1% | -0.2% | -9.9% | -10.0% |
| 30D | -3.0% | +1.8% | -4.8% | -3.8% |
| 3M | +5.0% | -6.2% | +11.2% | +7.9% |
| 6M | -9.3% | -5.0% | -4.3% | -7.6% |
| YTD | -26.5% | +2.1% | -28.6% | -27.9% |
| 1Y | -28.3% | -5.7% | -22.5% | -27.3% |
| 3Y | -54.1% | +7.9% | -62.0% | -58.9% |
| 5Y | -61.2% | -32.3% | -28.9% | -55.5% |
| 10Y | +152.5% | +95.0% | +57.5% | +84.9% |
| All | +152.5% | +94.9% | +57.6% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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