+906.7%
BSX vs FISV
+4,086.6%
-3,179.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.3% |
| 7D | -8.2% | -7.2% | -1.0% | -6.2% |
| 30D | -15.8% | -7.2% | -8.6% | -14.1% |
| 3M | -10.8% | -8.2% | -2.7% | -9.0% |
| 6M | -38.4% | -17.7% | -20.7% | -35.4% |
| YTD | -54.8% | -27.2% | -27.6% | -51.2% |
| 1Y | -59.0% | -63.0% | +3.9% | -48.6% |
| 3Y | -20.0% | -59.8% | +39.8% | -5.3% |
| 5Y | -3.1% | -55.8% | +52.7% | +9.9% |
| 10Y | +83.3% | -2.4% | +85.7% | +65.6% |
| All | +906.7% | +4,086.6% | -3,179.9% | +238.8% |
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