+27.1%
FISV vs AMBA
+7.9%
+19.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | +0.5% |
| 7D | +3.0% | +2.6% | +0.4% | +2.5% |
| 30D | +38.8% | -3.6% | +42.3% | +39.0% |
| 3M | +21.2% | -24.6% | +45.8% | +24.8% |
| 6M | +17.5% | -21.6% | +39.1% | +17.4% |
| YTD | -4.9% | -11.8% | +6.9% | -7.4% |
| 1Y | -0.6% | -33.2% | +32.6% | +0.4% |
| 3Y | -47.4% | +24.5% | -71.9% | -54.5% |
| 5Y | -36.0% | -67.7% | +31.6% | -35.5% |
| 10Y | +27.1% | +4.7% | +22.4% | -10.4% |
| All | +27.1% | +7.9% | +19.2% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling