-63.9%
FISV vs AHR
+356.1%
-419.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.9% | +6.3% | +5.5% |
| 7D | -2.7% | -2.1% | -0.6% | -2.5% |
| 30D | 0.0% | +1.9% | -1.8% | -0.2% |
| 3M | -2.8% | +15.7% | -18.4% | -4.4% |
| 6M | -11.8% | +2.5% | -14.3% | -12.3% |
| YTD | -23.2% | +15.0% | -38.2% | -24.8% |
| 1Y | -62.0% | +28.1% | -90.1% | -63.7% |
| All | -63.9% | +356.1% | -419.9% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling