-8.5%
BX vs FISV
-4.0%
-4.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.2% | 0.0% | +3.9% |
| 7D | +8.3% | +29.6% | -21.4% | -2.3% |
| 30D | +13.5% | +34.5% | -20.9% | +1.0% |
| 3M | -7.6% | +11.2% | -18.8% | -11.6% |
| 6M | +4.0% | -1.2% | +5.2% | +5.1% |
| YTD | -15.2% | -7.6% | -7.6% | -13.1% |
| 1Y | -8.5% | -3.7% | -4.7% | -8.0% |
| All | -8.5% | -4.0% | -4.5% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling