-47.5%
FISV vs AMT
+16.9%
-64.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.5% |
| 7D | +1.4% | +1.5% | -0.1% | +1.1% |
| 30D | +38.4% | +6.8% | +31.6% | +36.3% |
| 3M | +14.9% | +11.2% | +3.7% | +12.0% |
| 6M | +21.8% | +12.5% | +9.3% | +18.4% |
| YTD | -5.0% | +12.5% | -17.5% | -7.8% |
| 1Y | -1.2% | +10.1% | -11.3% | -3.7% |
| 3Y | -47.5% | +16.0% | -63.6% | -48.6% |
| All | -47.5% | +16.9% | -64.4% | -48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling