+1,726.2%
BE vs FISV
-57.6%
+1,783.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +5.4% | +1.3% | +7.4% |
| 7D | +9.0% | -2.7% | +11.7% | +8.6% |
| 30D | +16.3% | 0.0% | +16.2% | +16.3% |
| 3M | +10.8% | -2.8% | +13.6% | +11.4% |
| 6M | +73.2% | -11.8% | +85.0% | +73.2% |
| YTD | +217.4% | -23.2% | +240.6% | +215.6% |
| 1Y | +309.8% | -62.0% | +371.8% | +312.4% |
| 3Y | +1,726.2% | -57.6% | +1,783.8% | +1,017.6% |
| All | +1,726.2% | -57.6% | +1,783.8% | +1,017.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling