+532.2%
BE vs FISV
-36.7%
+568.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.7% | -8.6% | -5.3% |
| 7D | +10.8% | +1.4% | +9.4% | +10.7% |
| 30D | -19.8% | +38.4% | -58.2% | -22.4% |
| 3M | -18.7% | +14.9% | -33.6% | -19.9% |
| 6M | -33.7% | +21.8% | -55.5% | -35.8% |
| YTD | +121.0% | -5.0% | +126.0% | +123.1% |
| 1Y | +85.4% | -1.2% | +86.6% | +85.1% |
| 3Y | +1,709.5% | -47.5% | +1,757.1% | +1,433.1% |
| All | +532.2% | -36.7% | +568.9% | +336.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling