+262,336.6%
AMZN vs FISV
+1,743.2%
+260,593.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +1.4% |
| 7D | +0.8% | -1.6% | +2.4% | +1.5% |
| 30D | -6.4% | -3.0% | -3.4% | -5.3% |
| 3M | +4.8% | -3.5% | +8.3% | +4.9% |
| 6M | +20.5% | -19.4% | +39.9% | +30.4% |
| YTD | +11.3% | -24.3% | +35.6% | +23.4% |
| 1Y | +9.0% | -62.4% | +71.3% | +56.1% |
| 3Y | +85.9% | -58.2% | +144.1% | +137.0% |
| 5Y | +45.8% | -56.5% | +102.3% | +79.0% |
| 10Y | +555.5% | -0.5% | +556.0% | +361.9% |
| All | +262,336.6% | +1,743.2% | +260,593.3% | +38,509.3% |
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 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