+164.3%
EWY vs FISV
-61.2%
+225.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.7% |
| 7D | +4.8% | -0.3% | +5.1% | +4.8% |
| 30D | +11.7% | -2.1% | +13.7% | +11.4% |
| 3M | -7.4% | -5.7% | -1.7% | -6.9% |
| 6M | +40.6% | -15.3% | +55.9% | +40.7% |
| YTD | +94.3% | -21.1% | +115.4% | +94.2% |
| 1Y | +164.3% | -61.1% | +225.4% | +153.5% |
| All | +164.3% | -61.2% | +225.5% | +153.5% |
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