-3.0%
FISV vs AMC
-99.0%
+96.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.4% | -4.3% |
| 7D | -6.4% | -6.8% | +0.4% | -6.3% |
| 30D | -6.8% | +1.7% | -8.5% | -6.9% |
| 3M | -10.0% | +26.8% | -36.8% | -10.6% |
| 6M | -20.6% | +117.7% | -138.3% | -22.1% |
| YTD | -27.6% | +57.7% | -85.3% | -28.6% |
| 1Y | -64.3% | -12.5% | -51.9% | -64.5% |
| 3Y | -60.0% | -65.7% | +5.7% | -60.0% |
| 5Y | -57.7% | -99.5% | +41.8% | -55.7% |
| 10Y | -3.0% | -99.0% | +96.0% | -11.0% |
| All | -3.0% | -99.0% | +96.0% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling