-3.7%
FISV vs AMCR
+32.3%
-36.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +3.0% | +5.7% |
| 7D | +29.6% | +6.2% | +23.4% | +28.0% |
| 30D | +34.5% | +16.0% | +18.5% | +30.8% |
| 3M | +11.2% | +4.4% | +6.9% | +10.0% |
| 6M | -1.2% | +35.5% | -36.7% | -5.5% |
| YTD | -7.6% | +21.5% | -29.1% | -11.3% |
| 1Y | -3.7% | +30.7% | -34.5% | -9.4% |
| All | -3.7% | +32.3% | -36.0% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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