-55.4%
FISV vs AMIX
-100.0%
+44.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.7% |
| 7D | +1.4% | -9.9% | +11.3% | +1.5% |
| 30D | +38.4% | -52.8% | +91.2% | +39.3% |
| 3M | +14.9% | -80.0% | +94.9% | +16.5% |
| 6M | +21.8% | -80.2% | +102.0% | +20.4% |
| YTD | -5.0% | -88.1% | +83.1% | -5.6% |
| 1Y | -1.2% | -91.1% | +89.9% | -1.7% |
| All | -55.4% | -100.0% | +44.6% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling