-58.2%
FISV vs ALL
+151.7%
-209.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.7% | -3.1% |
| 7D | -1.6% | -1.7% | +0.1% | -0.9% |
| 30D | -3.0% | -4.7% | +1.7% | -1.2% |
| 3M | -3.5% | +18.4% | -21.9% | -9.4% |
| 6M | -19.4% | +20.5% | -39.9% | -24.9% |
| YTD | -24.3% | +23.5% | -47.8% | -30.2% |
| 1Y | -62.4% | +29.0% | -91.4% | -65.9% |
| All | -58.2% | +151.7% | -209.9% | -69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling