+506.4%
F vs FISV
+13,286.0%
-12,779.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.5% |
| 7D | -2.1% | +3.0% | -5.1% | -3.1% |
| 30D | +3.3% | +38.8% | -35.4% | -7.7% |
| 3M | -11.3% | +21.2% | -32.5% | -17.3% |
| 6M | +5.3% | +17.5% | -12.2% | -2.0% |
| YTD | -2.2% | -4.9% | +2.6% | -3.4% |
| 1Y | -3.5% | -0.6% | -3.0% | -6.2% |
| 3Y | +49.5% | -47.4% | +96.9% | +64.6% |
| 5Y | -13.5% | -36.0% | +22.5% | -11.1% |
| 10Y | +69.0% | +27.1% | +41.9% | +36.8% |
| All | +506.4% | +13,286.0% | -12,779.6% | +90.6% |
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