-51.2%
FIS vs AMRZ
-19.2%
-32.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -3.0% |
| 7D | -9.1% | -4.7% | -4.4% | -8.3% |
| 30D | -10.4% | -11.3% | +0.8% | -8.8% |
| 3M | -3.7% | -22.1% | +18.4% | -0.6% |
| 6M | -24.8% | -29.6% | +4.8% | -21.2% |
| YTD | -41.6% | -23.3% | -18.3% | -40.0% |
| 1Y | -42.7% | -23.7% | -19.0% | -40.7% |
| All | -51.2% | -19.2% | -32.0% | -50.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling