+247.2%
AMAT vs FISV
-54.1%
+301.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.2% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | -14.8% | -2.1% | -12.7% | -14.7% |
| 3M | -9.3% | -5.7% | -3.5% | -8.9% |
| 6M | +27.4% | -15.3% | +42.7% | +30.0% |
| YTD | +77.6% | -21.1% | +98.7% | +83.5% |
| 1Y | +188.9% | -61.1% | +250.0% | +241.4% |
| 3Y | +202.3% | -56.8% | +259.1% | +198.8% |
| All | +247.2% | -54.1% | +301.3% | +196.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling