+2.7%
FIG vs FISV
+17.9%
-15.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +0.3% |
| 7D | +3.4% | +1.4% | +2.0% | +2.3% |
| 30D | -9.5% | +38.4% | -47.9% | -31.3% |
| 3M | -26.2% | +14.9% | -41.1% | -32.7% |
| 6M | +2.7% | +21.8% | -19.1% | -14.3% |
| All | +2.7% | +17.9% | -15.2% | -14.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling