-62.4%
FISV vs AMBA
-24.5%
-37.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -5.0% | -4.0% |
| 7D | -1.6% | -6.4% | +4.8% | -1.7% |
| 30D | -3.0% | -26.8% | +23.9% | -3.8% |
| 3M | -3.5% | -7.6% | +4.1% | -3.9% |
| 6M | -19.4% | +21.2% | -40.6% | -21.9% |
| YTD | -24.3% | -10.4% | -13.9% | -26.1% |
| 1Y | -62.4% | -24.4% | -38.0% | -63.4% |
| All | -62.4% | -24.5% | -37.9% | -63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling