+4,288.6%
ADBE vs AMT
+1,431.6%
+2,857.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -2.1% |
| 7D | -4.4% | +0.5% | -4.9% | -4.5% |
| 30D | +2.8% | +13.6% | -10.8% | -1.0% |
| 3M | -8.0% | +11.5% | -19.5% | -11.0% |
| 6M | -4.3% | +6.9% | -11.3% | -6.4% |
| YTD | -31.6% | +10.8% | -42.5% | -34.0% |
| 1Y | -26.9% | +10.3% | -37.2% | -29.5% |
| 3Y | -57.7% | +12.4% | -70.1% | -60.2% |
| 5Y | -63.9% | -20.1% | -43.8% | -62.8% |
| 10Y | +125.3% | +116.8% | +8.5% | +77.5% |
| All | +4,288.6% | +1,431.6% | +2,857.0% | +1,936.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling