+27.4%
FISV vs A
+302.9%
-275.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.5% |
| 7D | +1.4% | -0.5% | +1.9% | +1.6% |
| 30D | +38.4% | 0.0% | +38.5% | +38.2% |
| 3M | +14.9% | +16.7% | -1.8% | +7.2% |
| 6M | +21.8% | +54.8% | -33.0% | -0.2% |
| YTD | -5.0% | +28.8% | -33.9% | -16.1% |
| 1Y | -1.2% | +19.3% | -20.5% | -9.8% |
| 3Y | -47.5% | +65.5% | -113.1% | -60.6% |
| 5Y | -36.7% | +12.1% | -48.8% | -43.7% |
| All | +27.4% | +302.9% | -275.5% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling