-56.5%
FISV vs AMT
-31.2%
-25.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.0% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | -3.0% | +1.8% | -4.8% | -3.5% |
| 3M | -3.5% | -6.2% | +2.7% | -1.8% |
| 6M | -19.4% | -5.0% | -14.4% | -18.3% |
| YTD | -24.3% | +2.1% | -26.3% | -25.1% |
| 1Y | -62.4% | -5.7% | -56.6% | -61.8% |
| 3Y | -58.2% | +7.9% | -66.1% | -60.7% |
| 5Y | -56.5% | -32.3% | -24.2% | -53.5% |
| All | -56.5% | -31.2% | -25.3% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling