+80,969.6%
ASML vs FISV
+3,044.0%
+77,925.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.9% |
| 7D | -9.0% | +25.7% | -34.7% | -19.0% |
| 30D | -21.0% | +38.8% | -59.7% | -33.3% |
| 3M | -16.3% | +16.2% | -32.5% | -23.8% |
| 6M | -7.5% | +12.1% | -19.6% | -16.7% |
| YTD | +34.0% | -6.4% | +40.4% | +29.6% |
| 1Y | +39.3% | +2.0% | +37.3% | +28.7% |
| 3Y | +128.9% | -47.4% | +176.3% | +149.8% |
| 5Y | +76.1% | -37.3% | +113.4% | +74.0% |
| 10Y | +1,428.4% | +28.4% | +1,400.0% | +893.2% |
| All | +80,969.6% | +3,044.0% | +77,925.6% | +15,688.8% |
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 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