+1,588.5%
AMD vs FIS
+236.8%
+1,351.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.2% | -16.0% | -16.6% |
| 7D | -28.6% | -21.2% | -7.4% | -21.9% |
| 30D | -37.7% | -12.1% | -25.7% | -36.1% |
| 3M | -16.1% | -30.6% | +14.5% | -3.8% |
| 6M | +13.8% | -35.5% | +49.3% | +30.9% |
| YTD | +88.8% | -54.4% | +143.2% | +158.3% |
| 1Y | +57.8% | -52.9% | +110.6% | +111.5% |
| 3Y | +260.3% | -38.7% | +298.9% | +300.6% |
| 5Y | +196.6% | -70.4% | +267.0% | +373.3% |
| 10Y | +6,064.6% | -52.8% | +6,117.4% | +7,140.3% |
| All | +1,588.5% | +236.8% | +1,351.7% | +701.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling