+1,008.9%
BE vs FISV
-34.2%
+1,043.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.0% | +13.7% | +11.2% |
| 7D | +29.8% | -1.6% | +31.3% | +30.4% |
| 30D | +26.4% | -3.0% | +29.3% | +27.2% |
| 3M | +9.3% | -3.5% | +12.9% | +7.4% |
| 6M | +105.1% | -19.4% | +124.5% | +115.3% |
| YTD | +219.0% | -24.3% | +243.3% | +240.6% |
| 1Y | +418.8% | -62.4% | +481.1% | +604.4% |
| 3Y | +1,784.6% | -58.2% | +1,842.7% | +1,931.0% |
| 5Y | +1,251.0% | -56.5% | +1,307.5% | +1,290.7% |
| All | +1,008.9% | -34.2% | +1,043.1% | +756.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling