+1,707.5%
AMAT vs FISV
-4.3%
+1,711.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | +0.8% |
| 7D | +6.9% | -6.4% | +13.3% | +9.4% |
| 30D | -10.1% | -6.8% | -3.3% | -8.2% |
| 3M | -6.0% | -10.0% | +4.0% | -4.7% |
| 6M | +38.6% | -20.6% | +59.3% | +46.2% |
| YTD | +83.1% | -27.6% | +110.7% | +99.5% |
| 1Y | +188.3% | -64.3% | +252.7% | +299.9% |
| 3Y | +225.3% | -60.0% | +285.3% | +270.9% |
| 5Y | +262.0% | -57.7% | +319.7% | +283.9% |
| 10Y | +1,707.5% | -3.0% | +1,710.4% | +929.2% |
| All | +1,707.5% | -4.3% | +1,711.8% | +929.2% |
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