+199.0%
AMD vs FIS
-71.2%
+270.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.2% | +13.3% | +11.4% |
| 7D | -11.0% | -25.5% | +14.4% | -7.1% |
| 30D | -30.5% | -15.1% | -15.4% | -29.7% |
| 3M | -8.2% | -32.1% | +23.9% | -2.7% |
| 6M | +6.6% | -36.1% | +42.6% | +13.2% |
| YTD | +109.7% | -55.4% | +165.1% | +152.3% |
| 1Y | +88.9% | -53.9% | +142.8% | +124.0% |
| 3Y | +301.8% | -39.8% | +341.6% | +318.6% |
| All | +199.0% | -71.2% | +270.2% | +307.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling