-51.1%
FIS vs AMIX
-92.3%
+41.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -3.0% | -20.7% | -23.7% |
| 7D | -18.4% | -25.1% | +6.7% | -18.4% |
| 30D | -11.4% | -54.5% | +43.1% | -11.3% |
| 3M | -32.0% | -91.7% | +59.8% | -31.8% |
| 6M | -35.6% | -79.4% | +43.8% | -34.5% |
| YTD | -53.8% | -86.1% | +32.3% | -53.1% |
| 1Y | -51.1% | -91.6% | +40.5% | -50.5% |
| All | -51.1% | -92.3% | +41.3% | -50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling