+360.5%
BE vs FISV
-61.2%
+421.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.8% | +7.6% |
| 7D | +20.0% | -0.3% | +20.3% | +19.8% |
| 30D | +7.9% | -2.1% | +10.0% | +7.1% |
| 3M | -13.2% | -5.7% | -7.5% | -12.7% |
| 6M | +53.5% | -15.3% | +68.8% | +49.6% |
| YTD | +191.0% | -21.1% | +212.1% | +178.3% |
| 1Y | +360.5% | -61.1% | +421.6% | +254.5% |
| All | +360.5% | -61.2% | +421.7% | +254.5% |
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 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