-52.0%
FIS vs AMBA
+7.9%
-59.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.5% | +3.2% | +6.3% |
| 7D | +1.5% | +2.6% | -1.1% | +1.1% |
| 30D | -11.8% | -3.6% | -8.2% | -11.6% |
| 3M | -28.5% | -24.6% | -3.9% | -26.2% |
| 6M | -27.0% | -21.6% | -5.4% | -27.0% |
| YTD | -53.1% | -11.8% | -41.3% | -54.4% |
| 1Y | -52.8% | -33.2% | -19.6% | -52.2% |
| 3Y | -37.5% | +24.5% | -62.0% | -46.0% |
| 5Y | -71.1% | -67.7% | -3.4% | -71.0% |
| 10Y | -52.0% | +4.7% | -56.8% | -65.7% |
| All | -52.0% | +7.9% | -59.9% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling