-61.1%
FISV vs ALLE
-5.8%
-55.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.3% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | -2.1% | -6.8% | +4.7% | -0.3% |
| 3M | -5.7% | +21.0% | -26.8% | -9.9% |
| 6M | -15.3% | +1.1% | -16.4% | -15.6% |
| YTD | -21.1% | -0.5% | -20.6% | -27.1% |
| 1Y | -61.1% | -7.3% | -53.8% | -60.2% |
| All | -61.1% | -5.8% | -55.2% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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