-3.7%
FISV vs AMP
+18.6%
-22.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.5% | +1.8% | +4.1% |
| 7D | +29.6% | +7.7% | +22.0% | +25.2% |
| 30D | +34.5% | +6.6% | +27.9% | +30.4% |
| 3M | +11.2% | -4.7% | +16.0% | +13.7% |
| 6M | -1.2% | +12.9% | -14.1% | -6.2% |
| YTD | -7.6% | +8.6% | -16.2% | -13.6% |
| 1Y | -3.7% | +18.2% | -22.0% | -14.9% |
| All | -3.7% | +18.6% | -22.3% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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