+1,425.2%
AMAT vs FISV
+28.5%
+1,396.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.1% | +5.7% |
| 7D | +7.0% | +3.0% | +4.0% | +5.9% |
| 30D | -20.6% | +38.8% | -59.4% | -29.8% |
| 3M | -24.8% | +21.2% | -46.0% | -30.7% |
| 6M | -10.7% | +17.5% | -28.2% | -19.0% |
| YTD | +54.3% | -4.9% | +59.1% | +51.1% |
| 1Y | +73.7% | -0.6% | +74.3% | +66.4% |
| 3Y | +168.4% | -47.4% | +215.8% | +174.9% |
| 5Y | +167.6% | -36.0% | +203.6% | +131.6% |
| 10Y | +1,425.2% | +27.1% | +1,398.1% | +671.7% |
| All | +1,425.2% | +28.5% | +1,396.7% | +671.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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