-5.5%
ETN vs FISV
-4.0%
-1.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +6.2% | -16.1% | -9.0% |
| 7D | -10.1% | +29.6% | -39.8% | -6.8% |
| 30D | -18.4% | +34.5% | -52.9% | -14.8% |
| 3M | -20.4% | +11.2% | -31.7% | -19.1% |
| 6M | -16.0% | -1.2% | -14.8% | -12.2% |
| YTD | +11.8% | -7.6% | +19.4% | +14.9% |
| 1Y | -5.5% | -3.7% | -1.8% | -4.1% |
| All | -5.5% | -4.0% | -1.5% | -4.1% |
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