+124.8%
AAPL vs FISV
-57.7%
+182.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.4% |
| 7D | -0.5% | -7.2% | +6.7% | +1.0% |
| 30D | +7.1% | -7.2% | +14.3% | +8.6% |
| 3M | +12.1% | -8.2% | +20.3% | +13.5% |
| 6M | +25.4% | -17.7% | +43.1% | +29.3% |
| YTD | +20.5% | -27.2% | +47.6% | +27.2% |
| 1Y | +44.5% | -63.0% | +107.5% | +72.7% |
| 3Y | +85.8% | -59.8% | +145.5% | +94.3% |
| 5Y | +124.8% | -55.8% | +180.5% | +111.9% |
| All | +124.8% | -57.7% | +182.5% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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