-4.5%
FISV vs AMT
+7.3%
-11.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.5% | -3.7% |
| 7D | -2.0% | -2.2% | +0.2% | -1.3% |
| 30D | +31.8% | +5.8% | +26.0% | +29.4% |
| 3M | +19.3% | +12.6% | +6.7% | +14.8% |
| 6M | +12.1% | +8.3% | +3.8% | +9.2% |
| YTD | -8.4% | +11.4% | -19.9% | -10.6% |
| 1Y | -4.5% | +7.7% | -12.2% | -7.3% |
| All | -4.5% | +7.3% | -11.8% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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