+1,470.0%
BA vs FISV
+13,164.5%
-11,694.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | 0.0% | +8.4% | -8.4% | -2.5% |
| 30D | -8.9% | +38.8% | -47.7% | -18.2% |
| 3M | -25.5% | +21.3% | -46.8% | -30.4% |
| 6M | -27.0% | +14.1% | -41.1% | -31.2% |
| YTD | -20.1% | -5.7% | -14.4% | -20.8% |
| 1Y | -11.0% | -0.8% | -10.2% | -13.3% |
| 3Y | -11.8% | -47.9% | +36.1% | -2.5% |
| 5Y | -20.6% | -36.8% | +16.2% | -18.1% |
| 10Y | +26.6% | +26.9% | -0.3% | +10.5% |
| All | +1,470.0% | +13,164.5% | -11,694.5% | +485.5% |
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