-6.8%
AVGO vs FISV
-4.0%
-2.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.3% | -1.4% |
| 7D | -7.5% | +29.6% | -37.1% | -4.8% |
| 30D | -10.2% | +34.5% | -44.7% | -7.2% |
| 3M | -22.0% | +11.2% | -33.3% | -20.7% |
| 6M | -21.6% | -1.2% | -20.4% | -18.4% |
| YTD | -5.4% | -7.6% | +2.2% | -5.5% |
| 1Y | -6.8% | -3.7% | -3.1% | -5.9% |
| All | -6.8% | -4.0% | -2.8% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling