+1,475.6%
FISV vs AMT
+1,443.4%
+32.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +3.0% | -2.4% | +5.4% | +3.5% |
| 30D | +38.8% | +4.2% | +34.6% | +37.6% |
| 3M | +21.2% | +13.4% | +7.8% | +18.1% |
| 6M | +17.5% | +9.4% | +8.1% | +15.2% |
| YTD | -4.9% | +11.7% | -16.5% | -7.3% |
| 1Y | -0.6% | +7.1% | -7.7% | -2.3% |
| 3Y | -47.4% | +15.1% | -62.5% | -49.5% |
| 5Y | -36.0% | -17.9% | -18.2% | -34.9% |
| 10Y | +27.1% | +133.5% | -106.4% | +7.5% |
| All | +1,475.6% | +1,443.4% | +32.3% | +702.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling