-61.1%
FISV vs ALL
+28.3%
-89.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +1.1% |
| 7D | -0.3% | 0.0% | -0.4% | -0.4% |
| 30D | -2.1% | -1.5% | -0.6% | -1.6% |
| 3M | -5.7% | +23.6% | -29.4% | -12.9% |
| 6M | -15.3% | +22.3% | -37.7% | -21.6% |
| YTD | -21.1% | +26.5% | -47.6% | -28.0% |
| 1Y | -61.1% | +27.0% | -88.1% | -64.7% |
| All | -61.1% | +28.3% | -89.4% | -64.7% |
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