-3.7%
FISV vs AMIX
-92.3%
+88.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.0% | +9.3% | +6.3% |
| 7D | +29.6% | -25.1% | +54.8% | +29.9% |
| 30D | +34.5% | -54.5% | +89.0% | +35.2% |
| 3M | +11.2% | -91.7% | +103.0% | +13.2% |
| 6M | -1.2% | -79.4% | +78.2% | -2.5% |
| YTD | -7.6% | -86.1% | +78.4% | -9.4% |
| 1Y | -3.7% | -91.6% | +87.8% | -6.3% |
| All | -3.7% | -92.3% | +88.6% | -6.3% |
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