+615.0%
F vs FISV
+11,002.6%
-10,387.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.3% |
| 7D | +5.3% | -0.3% | +5.7% | +5.4% |
| 30D | +4.6% | -2.1% | +6.6% | +5.1% |
| 3M | -3.7% | -5.7% | +2.1% | -2.7% |
| 6M | +16.8% | -15.3% | +32.2% | +21.2% |
| YTD | +15.3% | -21.1% | +36.4% | +21.9% |
| 1Y | +31.0% | -61.1% | +92.1% | +65.4% |
| 3Y | +45.4% | -56.8% | +102.3% | +71.8% |
| 5Y | +54.7% | -54.2% | +108.8% | +78.3% |
| 10Y | +98.2% | +1.6% | +96.6% | +73.5% |
| All | +615.0% | +11,002.6% | -10,387.6% | +140.3% |
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