+34.1%
FITB vs AMIX
-92.3%
+126.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +1.5% |
| 7D | +2.3% | -25.1% | +27.5% | +2.4% |
| 30D | +7.7% | -54.5% | +62.2% | +7.9% |
| 3M | -4.5% | -91.7% | +87.3% | -4.1% |
| 6M | +12.5% | -79.4% | +91.9% | +11.4% |
| YTD | +19.8% | -86.1% | +105.8% | +16.6% |
| 1Y | +34.1% | -91.6% | +125.7% | +28.6% |
| All | +34.1% | -92.3% | +126.5% | +28.6% |
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