-71.1%
FIS vs AMC
-99.1%
+28.0%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +6.8% |
| 7D | +1.5% | -2.8% | +4.4% | +1.6% |
| 30D | -11.8% | +14.0% | -25.8% | -12.6% |
| 3M | -28.5% | +42.5% | -71.0% | -30.1% |
| 6M | -27.0% | +142.6% | -169.6% | -31.2% |
| YTD | -53.1% | +119.2% | -172.3% | -55.7% |
| 1Y | -52.8% | +40.7% | -93.5% | -54.5% |
| 3Y | -37.5% | -57.3% | +19.8% | -37.9% |
| 5Y | -71.1% | -99.1% | +28.1% | -66.0% |
| All | -71.1% | -99.1% | +28.0% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling