-3.7%
FISV vs AMC
+38.0%
-41.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +7.3% | -1.1% | +5.5% |
| 7D | +29.6% | +17.7% | +11.9% | +27.6% |
| 30D | +34.5% | +26.2% | +8.3% | +31.4% |
| 3M | +11.2% | +31.3% | -20.1% | +7.8% |
| 6M | -1.2% | +142.8% | -144.0% | -11.2% |
| YTD | -7.6% | +125.6% | -133.3% | -19.1% |
| 1Y | -3.7% | +40.2% | -44.0% | -19.2% |
| All | -3.7% | +38.0% | -41.8% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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