+1,821.9%
BA vs FISV
+11,002.6%
-9,180.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +1.2% | -0.3% | +1.5% | +1.3% |
| 30D | -11.6% | -2.1% | -9.6% | -11.2% |
| 3M | -2.4% | -5.7% | +3.4% | -1.5% |
| 6M | -6.6% | -15.3% | +8.7% | -3.1% |
| YTD | -2.2% | -21.1% | +18.9% | +3.2% |
| 1Y | -8.0% | -61.1% | +53.1% | +15.8% |
| 3Y | -5.0% | -56.8% | +51.9% | +12.1% |
| 5Y | -2.7% | -54.2% | +51.5% | +11.7% |
| 10Y | +75.9% | +1.6% | +74.3% | +65.2% |
| All | +1,821.9% | +11,002.6% | -9,180.7% | +662.7% |
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 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