+31.2%
FITB vs AMIX
-92.4%
+123.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.4% | +7.5% | -0.9% |
| 7D | +0.8% | -10.9% | +11.7% | +0.9% |
| 30D | +7.3% | -55.0% | +62.3% | +7.5% |
| 3M | -6.3% | -82.0% | +75.7% | -6.0% |
| 6M | +12.6% | -80.4% | +93.0% | +11.8% |
| YTD | +18.0% | -88.3% | +106.3% | +14.4% |
| All | +31.2% | -92.4% | +123.6% | +26.8% |
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