+261.9%
AMD vs FIS
-38.4%
+300.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.2% | -16.0% | -17.3% |
| 7D | -28.6% | -21.2% | -7.4% | -29.6% |
| 30D | -37.7% | -12.1% | -25.7% | -38.4% |
| 3M | -16.1% | -30.6% | +14.5% | -17.2% |
| 6M | +13.8% | -35.5% | +49.3% | +13.5% |
| YTD | +88.8% | -54.4% | +143.2% | +109.7% |
| 1Y | +57.8% | -52.9% | +110.6% | +72.8% |
| All | +261.9% | -38.4% | +300.3% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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