-63.0%
FISV vs ALL
+28.8%
-91.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -7.2% | -4.3% | -2.9% | -5.5% |
| 30D | -7.2% | -3.6% | -3.6% | -5.8% |
| 3M | -8.2% | +13.2% | -21.4% | -12.3% |
| 6M | -17.7% | +22.5% | -40.2% | -23.8% |
| YTD | -27.2% | +22.7% | -49.9% | -32.8% |
| 1Y | -63.0% | +28.3% | -91.3% | -66.7% |
| All | -63.0% | +28.8% | -91.8% | -66.7% |
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