+68.1%
FITB vs AMIX
-99.9%
+168.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.1% | -0.4% |
| 7D | +0.5% | +11.4% | -11.0% | +0.4% |
| 30D | +7.0% | -40.5% | +47.5% | +7.2% |
| 3M | -4.4% | -80.1% | +75.7% | -3.7% |
| 6M | +11.6% | -74.8% | +86.4% | +11.1% |
| YTD | +18.6% | -84.0% | +102.6% | +18.5% |
| 1Y | +29.8% | -89.7% | +119.5% | +30.0% |
| All | +68.1% | -99.9% | +168.0% | +66.5% |
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