+70.6%
FDX vs AMIX
-100.0%
+170.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -20.0% | +21.0% | +1.1% |
| 7D | -2.1% | -8.1% | +6.0% | -2.0% |
| 30D | +10.4% | -52.3% | +62.7% | +10.8% |
| 3M | +0.5% | -83.8% | +84.2% | +1.3% |
| 6M | +6.5% | -79.0% | +85.4% | +6.0% |
| YTD | +40.2% | -87.2% | +127.4% | +40.4% |
| 1Y | +52.1% | -91.7% | +143.8% | +52.6% |
| All | +70.6% | -100.0% | +170.6% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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