+380.0%
CRWD vs FISV
-57.6%
+437.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.4% | -6.4% | -2.0% |
| 7D | -3.0% | -2.7% | -0.3% | -2.5% |
| 30D | -6.8% | 0.0% | -6.8% | -6.8% |
| 3M | +19.6% | -2.8% | +22.4% | +19.7% |
| 6M | +87.1% | -11.8% | +98.9% | +90.6% |
| YTD | +76.4% | -23.2% | +99.6% | +83.9% |
| 1Y | +90.8% | -62.0% | +152.8% | +119.0% |
| 3Y | +380.0% | -57.6% | +437.6% | +338.2% |
| All | +380.0% | -57.6% | +437.6% | +338.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling