+1,163.5%
C vs FISV
+11,002.6%
-9,839.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +3.6% | -0.3% | +4.0% | +3.8% |
| 30D | +0.1% | -2.1% | +2.1% | +0.7% |
| 3M | +2.4% | -5.7% | +8.2% | +3.6% |
| 6M | +24.9% | -15.3% | +40.3% | +31.6% |
| YTD | +19.8% | -21.1% | +40.9% | +29.7% |
| 1Y | +44.9% | -61.1% | +105.9% | +99.4% |
| 3Y | +263.0% | -56.8% | +319.8% | +357.0% |
| 5Y | +129.5% | -54.2% | +183.7% | +175.8% |
| 10Y | +291.6% | +1.6% | +290.0% | +228.9% |
| All | +1,163.5% | +11,002.6% | -9,839.1% | +259.7% |
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