+68.7%
FITB vs AMIX
-100.0%
+168.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -20.0% | +20.4% | +0.5% |
| 7D | -0.6% | -8.1% | +7.5% | -0.6% |
| 30D | +7.0% | -52.3% | +59.3% | +7.4% |
| 3M | -4.8% | -83.8% | +79.0% | -4.0% |
| 6M | +13.5% | -79.0% | +92.5% | +13.1% |
| YTD | +19.1% | -87.2% | +106.3% | +19.1% |
| 1Y | +30.8% | -91.7% | +122.5% | +31.0% |
| All | +68.7% | -100.0% | +168.7% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling