+196.6%
AMD vs FIS
-70.4%
+267.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.2% | -16.0% | -17.0% |
| 7D | -28.6% | -21.2% | -7.4% | -26.3% |
| 30D | -37.7% | -12.1% | -25.7% | -37.4% |
| 3M | -16.1% | -30.6% | +14.5% | -11.3% |
| 6M | +13.8% | -35.5% | +49.3% | +21.1% |
| YTD | +88.8% | -54.4% | +143.2% | +126.6% |
| 1Y | +57.8% | -52.9% | +110.6% | +86.7% |
| 3Y | +260.3% | -38.7% | +298.9% | +274.7% |
| 5Y | +196.6% | -70.4% | +267.0% | +308.5% |
| All | +196.6% | -70.4% | +267.0% | +308.5% |
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