+1,470.1%
BA vs FISV
+13,072.3%
-11,602.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +1.1% | +25.7% | -24.6% | -6.3% |
| 30D | -7.9% | +38.8% | -46.7% | -17.3% |
| 3M | -25.3% | +16.2% | -41.5% | -29.3% |
| 6M | -24.6% | +12.1% | -36.7% | -28.6% |
| YTD | -20.1% | -6.4% | -13.7% | -20.6% |
| 1Y | -11.8% | +2.0% | -13.8% | -14.8% |
| 3Y | -10.1% | -47.4% | +37.3% | -0.9% |
| 5Y | -22.7% | -37.3% | +14.6% | -20.1% |
| 10Y | +35.1% | +28.4% | +6.6% | +17.5% |
| All | +1,470.1% | +13,072.3% | -11,602.1% | +486.9% |
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 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