-61.1%
FISV vs AMDL
+384.9%
-446.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.2% | -8.7% | +0.9% |
| 7D | -0.3% | +4.5% | -4.9% | -0.1% |
| 30D | -2.1% | -4.4% | +2.3% | -2.1% |
| 3M | -5.7% | -30.5% | +24.7% | -6.0% |
| 6M | -15.3% | +300.9% | -316.2% | -12.9% |
| YTD | -21.1% | +219.9% | -241.0% | -19.1% |
| 1Y | -61.1% | +374.7% | -435.8% | -58.7% |
| All | -61.1% | +384.9% | -446.0% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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