+121,072.4%
AAPL vs FISV
+10,091.3%
+110,981.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.1% | +1.2% |
| 7D | -3.0% | -6.4% | +3.4% | -0.8% |
| 30D | +2.3% | -6.8% | +9.1% | +4.5% |
| 3M | +8.6% | -10.0% | +18.6% | +11.6% |
| 6M | +21.6% | -20.6% | +42.2% | +29.3% |
| YTD | +16.3% | -27.6% | +43.9% | +27.1% |
| 1Y | +35.1% | -64.3% | +99.4% | +77.4% |
| 3Y | +79.4% | -60.0% | +139.4% | +118.1% |
| 5Y | +109.8% | -57.7% | +167.5% | +147.4% |
| 10Y | +1,237.1% | -3.0% | +1,240.0% | +1,058.7% |
| All | +121,072.4% | +10,091.3% | +110,981.0% | +31,243.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling