-51.1%
FIS vs AMRZ
-11.5%
-39.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +5.2% | -28.9% | -24.2% |
| 7D | -18.4% | +10.3% | -28.7% | -19.7% |
| 30D | -11.4% | +18.7% | -30.1% | -13.9% |
| 3M | -32.0% | -14.6% | -17.3% | -30.6% |
| 6M | -35.6% | -12.9% | -22.7% | -34.7% |
| YTD | -53.8% | -17.4% | -36.4% | -53.4% |
| 1Y | -51.1% | -12.3% | -38.8% | -51.9% |
| All | -51.1% | -11.5% | -39.6% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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