+193.4%
AMAT vs FISV
-62.2%
+255.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.0% | +8.0% | +3.3% |
| 7D | +7.0% | -1.6% | +8.6% | +6.8% |
| 30D | -12.2% | -3.0% | -9.3% | -12.5% |
| 3M | -3.8% | -3.5% | -0.3% | -3.4% |
| 6M | +45.9% | -19.4% | +65.3% | +45.5% |
| YTD | +84.6% | -24.3% | +108.9% | +83.4% |
| 1Y | +193.4% | -62.4% | +255.8% | +181.4% |
| All | +193.4% | -62.2% | +255.6% | +181.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling