-60.0%
FISV vs A
+29.6%
-89.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -4.0% |
| 7D | -6.4% | -4.4% | -2.0% | -5.4% |
| 30D | -6.8% | -2.7% | -4.2% | -6.3% |
| 3M | -10.0% | +7.0% | -17.0% | -11.5% |
| 6M | -20.6% | +24.6% | -45.2% | -24.9% |
| YTD | -27.6% | +7.0% | -34.6% | -28.8% |
| 1Y | -64.3% | +15.6% | -79.9% | -65.4% |
| All | -60.0% | +29.6% | -89.6% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling