-27.0%
FIS vs AMC
+131.1%
-158.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +6.7% |
| 7D | +1.5% | -2.8% | +4.4% | +1.5% |
| 30D | -11.8% | +14.0% | -25.8% | -12.2% |
| 3M | -28.5% | +42.5% | -71.0% | -29.8% |
| 6M | -27.0% | +142.6% | -169.6% | -32.9% |
| All | -27.0% | +131.1% | -158.1% | -32.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling