-0.8%
FISV vs ALLE
+14.8%
-15.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +8.4% | +0.1% | +8.4% | +8.4% |
| 30D | +38.8% | +25.9% | +12.8% | +32.7% |
| 3M | +21.3% | +14.9% | +6.4% | +17.2% |
| 6M | +14.1% | +42.1% | -28.0% | +8.6% |
| YTD | -5.7% | +20.4% | -26.1% | -16.2% |
| 1Y | -0.8% | +14.9% | -15.6% | -10.3% |
| All | -0.8% | +14.8% | -15.6% | -10.3% |
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