-64.4%
FISV vs AMIX
-99.9%
+35.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | -1.6% | -3.4% | +1.8% | -1.5% |
| 30D | -3.0% | -54.4% | +51.4% | -2.3% |
| 3M | -3.5% | -45.7% | +42.2% | -5.3% |
| 6M | -19.4% | -49.2% | +29.8% | -20.9% |
| YTD | -24.3% | -60.3% | +36.1% | -25.5% |
| 1Y | -62.4% | -81.4% | +19.0% | -62.7% |
| All | -64.4% | -99.9% | +35.4% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling