-0.3%
BA vs FISV
-55.8%
+55.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | +0.2% |
| 7D | +2.5% | -1.6% | +4.0% | +2.8% |
| 30D | -10.1% | -3.0% | -7.1% | -9.6% |
| 3M | -2.4% | -3.5% | +1.1% | -2.3% |
| 6M | -8.8% | -19.4% | +10.6% | -4.8% |
| YTD | -2.9% | -24.3% | +21.3% | +2.6% |
| 1Y | -8.8% | -62.4% | +53.6% | +12.7% |
| 3Y | -0.3% | -58.2% | +57.9% | +6.5% |
| 5Y | -0.3% | -56.5% | +56.2% | +1.1% |
| All | -0.3% | -55.8% | +55.5% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling