-55.1%
FIS vs AMIX
-89.3%
+34.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.8% | -8.9% | -0.1% |
| 7D | -27.4% | +11.4% | -38.8% | -27.4% |
| 30D | -16.8% | -40.5% | +23.7% | -16.8% |
| 3M | -32.6% | -80.1% | +47.5% | -32.5% |
| 6M | -33.4% | -74.8% | +41.4% | -32.4% |
| YTD | -56.0% | -84.0% | +27.9% | -55.3% |
| 1Y | -55.1% | -89.7% | +34.6% | -54.4% |
| All | -55.1% | -89.3% | +34.2% | -54.4% |
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