+26.4%
FISV vs AMBA
+12.8%
+13.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | +0.4% |
| 7D | +22.3% | 0.0% | +22.4% | +22.2% |
| 30D | +39.2% | -8.6% | +47.8% | +40.4% |
| 3M | +21.2% | -29.0% | +50.2% | +25.8% |
| 6M | +14.5% | -19.2% | +33.7% | +13.9% |
| YTD | -5.4% | -13.0% | +7.6% | -7.8% |
| 1Y | -0.3% | -31.3% | +31.0% | +0.1% |
| 3Y | -46.8% | +28.1% | -74.9% | -54.3% |
| 5Y | -36.2% | -69.4% | +33.2% | -35.1% |
| 10Y | +26.4% | +7.6% | +18.8% | -11.1% |
| All | +26.4% | +12.8% | +13.6% | -11.1% |
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