+4,259.6%
FISV vs ALB
+2,081.4%
+2,178.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +4.0% |
| 7D | +1.4% | -5.8% | +7.2% | +2.8% |
| 30D | +38.4% | -4.5% | +43.0% | +39.7% |
| 3M | +14.9% | -28.1% | +43.0% | +23.5% |
| 6M | +21.8% | -53.2% | +75.0% | +43.9% |
| YTD | -5.0% | -33.3% | +28.3% | +0.7% |
| 1Y | -1.2% | -17.4% | +16.3% | -1.0% |
| 3Y | -47.5% | -14.1% | -33.4% | -53.1% |
| 5Y | -36.7% | -64.0% | +27.3% | -32.1% |
| 10Y | +26.9% | +32.8% | -6.0% | -17.3% |
| All | +4,259.6% | +2,081.4% | +2,178.3% | +1,176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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