+6.7%
AMZN vs FISV
-4.0%
+10.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.2% | -0.1% | +5.4% |
| 7D | +4.5% | +29.6% | -25.2% | +1.7% |
| 30D | +5.8% | +34.5% | -28.7% | +2.5% |
| 3M | -4.1% | +11.2% | -15.3% | -4.9% |
| 6M | -2.2% | -1.2% | -1.0% | -0.7% |
| YTD | +15.3% | -7.6% | +22.9% | +19.4% |
| 1Y | +6.7% | -3.7% | +10.4% | +8.4% |
| All | +6.7% | -4.0% | +10.7% | +8.4% |
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