+12.1%
FISV vs ALL
+25.2%
-13.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.5% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | +31.8% | +12.8% | +19.0% | +24.6% |
| 3M | +19.3% | +4.7% | +14.6% | +16.5% |
| 6M | +12.1% | +24.9% | -12.9% | +5.2% |
| All | +12.1% | +25.2% | -13.2% | +5.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling