+39.8%
BKNG vs FISV
-59.8%
+99.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -10.7% | -7.2% | -3.5% | -9.3% |
| 30D | -18.1% | -7.2% | -10.9% | -16.9% |
| 3M | +8.5% | -8.2% | +16.7% | +9.9% |
| 6M | -0.1% | -17.7% | +17.6% | +3.1% |
| YTD | -18.2% | -27.2% | +8.9% | -14.0% |
| 1Y | -19.9% | -63.0% | +43.1% | -9.0% |
| All | +39.8% | -59.8% | +99.7% | +39.6% |
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