-8.8%
BA vs FISV
-62.2%
+53.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.3% |
| 7D | +2.5% | -1.6% | +4.0% | +2.6% |
| 30D | -10.1% | -3.0% | -7.1% | -9.9% |
| 3M | -2.4% | -3.5% | +1.1% | -2.4% |
| 6M | -8.8% | -19.4% | +10.6% | -7.1% |
| YTD | -2.9% | -24.3% | +21.3% | -0.6% |
| 1Y | -8.8% | -62.4% | +53.6% | -3.7% |
| All | -8.8% | -62.2% | +53.5% | -3.7% |
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