+4,269.7%
FISV vs ALL
+3,771.2%
+498.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.4% |
| 7D | -2.0% | 0.0% | -2.0% | -2.1% |
| 30D | +31.8% | +12.8% | +19.0% | +25.7% |
| 3M | +19.3% | +4.7% | +14.6% | +17.0% |
| 6M | +12.1% | +24.9% | -12.9% | +2.4% |
| YTD | -8.4% | +30.0% | -38.4% | -17.8% |
| 1Y | -4.5% | +29.9% | -34.4% | -14.3% |
| 3Y | -49.4% | +117.5% | -166.9% | -63.3% |
| 5Y | -39.0% | +161.7% | -200.7% | -59.8% |
| 10Y | +22.3% | +377.1% | -354.7% | -35.8% |
| All | +4,269.7% | +3,771.2% | +498.5% | +989.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling