-47.4%
FISV vs ALK
+20.7%
-68.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +3.0% | +2.6% | +0.4% | +2.3% |
| 30D | +38.8% | +7.8% | +31.0% | +36.0% |
| 3M | +21.2% | -15.2% | +36.4% | +25.1% |
| 6M | +17.5% | +5.0% | +12.4% | +14.3% |
| YTD | -4.9% | -18.4% | +13.6% | -2.8% |
| 1Y | -0.6% | -2.4% | +1.8% | -3.6% |
| All | -47.4% | +20.7% | -68.1% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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