+16.3%
AMCR vs FGI
-5.3%
+21.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-07 to 2026-09-07.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.5% | -7.7% | -0.2% |
| 7D | -1.9% | +0.5% | -2.4% | -1.9% |
| 30D | -4.1% | +65.4% | -69.5% | -4.5% |
| 3M | +21.7% | +23.5% | -1.8% | +21.3% |
| 6M | +1.5% | +60.5% | -59.0% | +1.0% |
| YTD | +13.1% | +30.0% | -16.9% | +12.5% |
| 1Y | +16.5% | +82.1% | -65.6% | +16.0% |
| All | +16.3% | -5.3% | +21.6% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2023-09-07 to 2026-09-07: compounded portfolio wealth divided by compounded FGI 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…
2023-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling