-3.7%
FISV vs ALL
+42.7%
-46.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.4% | +5.0% |
| 7D | +29.6% | +7.5% | +22.1% | +25.6% |
| 30D | +34.5% | +19.7% | +14.7% | +24.9% |
| 3M | +11.2% | +2.9% | +8.3% | +9.5% |
| 6M | -1.2% | +23.5% | -24.7% | -8.1% |
| YTD | -7.6% | +31.1% | -38.8% | -15.8% |
| 1Y | -3.7% | +40.5% | -44.2% | -12.1% |
| All | -3.7% | +42.7% | -46.4% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling