+365.7%
ALAB vs FISV
-67.0%
+432.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -2.9% | -7.1% |
| 7D | +3.2% | -1.6% | +4.8% | +3.1% |
| 30D | -13.6% | -3.0% | -10.6% | -13.6% |
| 3M | -16.6% | -3.5% | -13.1% | -16.4% |
| 6M | +142.3% | -19.4% | +161.7% | +143.9% |
| YTD | +73.6% | -24.3% | +97.9% | +75.1% |
| 1Y | +33.7% | -62.4% | +96.0% | +39.1% |
| All | +365.7% | -67.0% | +432.6% | +295.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling