+55.3%
BE vs FISV
-4.0%
+59.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.2% | -12.6% | -3.8% |
| 7D | -12.1% | +29.6% | -41.8% | -1.5% |
| 30D | -30.1% | +34.5% | -64.6% | -19.9% |
| 3M | -12.1% | +11.2% | -23.4% | -8.4% |
| 6M | -30.6% | -1.2% | -29.4% | -25.0% |
| YTD | +130.6% | -7.6% | +138.3% | +134.5% |
| 1Y | +55.3% | -3.7% | +59.0% | +58.1% |
| All | +55.3% | -4.0% | +59.3% | +58.1% |
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