+795.1%
BKNG vs FISV
+700.7%
+94.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -10.7% | -7.2% | -3.5% | -7.5% |
| 30D | -18.1% | -7.2% | -10.9% | -15.4% |
| 3M | +8.5% | -8.2% | +16.7% | +11.7% |
| 6M | -0.1% | -17.7% | +17.6% | +7.6% |
| YTD | -18.2% | -27.2% | +8.9% | -7.0% |
| 1Y | -19.9% | -63.0% | +43.1% | +14.4% |
| 3Y | +41.6% | -59.8% | +101.4% | +83.9% |
| 5Y | +93.1% | -55.8% | +148.9% | +134.9% |
| 10Y | +214.8% | -2.4% | +217.2% | +155.5% |
| All | +795.1% | +700.7% | +94.4% | +150.3% |
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 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