-37.5%
BSX vs FISV
-21.9%
-15.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | +1.2% |
| 7D | -7.0% | -6.4% | -0.6% | -5.3% |
| 30D | -10.9% | -6.8% | -4.1% | -9.2% |
| 3M | -8.2% | -10.0% | +1.8% | -6.2% |
| 6M | -37.5% | -20.6% | -16.8% | -35.3% |
| All | -37.5% | -21.9% | -15.6% | -35.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling