+137,736.4%
AMAT vs FISV
+11,002.6%
+126,733.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.1% |
| 7D | -1.5% | -0.3% | -1.2% | -1.3% |
| 30D | -14.8% | -2.1% | -12.7% | -14.5% |
| 3M | -9.3% | -5.7% | -3.5% | -9.6% |
| 6M | +27.4% | -15.3% | +42.7% | +31.1% |
| YTD | +77.6% | -21.1% | +98.7% | +87.3% |
| 1Y | +188.9% | -61.1% | +250.0% | +282.8% |
| 3Y | +202.3% | -56.8% | +259.1% | +262.7% |
| 5Y | +248.9% | -54.2% | +303.1% | +301.7% |
| 10Y | +1,585.2% | +1.6% | +1,583.6% | +1,258.7% |
| All | +137,736.4% | +11,002.6% | +126,733.8% | +29,356.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling