+69.0%
FITB vs AMIX
-100.0%
+169.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.1% |
| 7D | +2.8% | -9.9% | +12.6% | +2.8% |
| 30D | +9.8% | -52.8% | +62.5% | +10.1% |
| 3M | -5.2% | -80.0% | +74.9% | -4.5% |
| 6M | +17.3% | -80.2% | +97.6% | +16.9% |
| YTD | +19.3% | -88.1% | +107.4% | +19.3% |
| 1Y | +32.7% | -91.1% | +123.8% | +32.7% |
| All | +69.0% | -100.0% | +169.0% | +67.6% |
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 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