-41.4%
FIS vs AMC
-58.9%
+17.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.2% |
| 7D | -27.4% | +5.5% | -32.9% | -27.6% |
| 30D | -16.8% | +16.1% | -32.9% | -17.4% |
| 3M | -32.6% | +43.0% | -75.6% | -33.7% |
| 6M | -33.4% | +130.7% | -164.1% | -36.1% |
| YTD | -56.0% | +121.8% | -177.8% | -57.9% |
| 1Y | -55.1% | +40.7% | -95.7% | -56.5% |
| 3Y | -41.4% | -56.8% | +15.4% | -37.1% |
| All | -41.4% | -58.9% | +17.5% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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