+95.5%
AMD vs FISV
-4.0%
+99.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.2% | -5.2% | +3.1% |
| 7D | -15.5% | +29.6% | -45.1% | -6.8% |
| 30D | -22.6% | +34.5% | -57.1% | -13.4% |
| 3M | -5.7% | +11.2% | -17.0% | -0.7% |
| 6M | +43.1% | -1.2% | +44.3% | +56.0% |
| YTD | +128.2% | -7.6% | +135.9% | +147.8% |
| 1Y | +95.5% | -3.7% | +99.2% | +105.3% |
| All | +95.5% | -4.0% | +99.5% | +105.3% |
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