-35.3%
BABA vs FISV
-4.0%
-31.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.2% | -1.3% | +4.9% |
| 7D | +4.3% | +29.6% | -25.4% | +4.8% |
| 30D | -5.0% | +34.5% | -39.5% | -4.5% |
| 3M | -18.4% | +11.2% | -29.6% | -18.2% |
| 6M | -20.3% | -1.2% | -19.1% | -18.9% |
| YTD | -27.5% | -7.6% | -19.9% | -28.8% |
| 1Y | -35.3% | -3.7% | -31.6% | -36.2% |
| All | -35.3% | -4.0% | -31.3% | -36.2% |
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