-64.3%
FISV vs ALLY
+4.3%
-68.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.3% | -3.8% |
| 7D | -6.4% | -1.9% | -4.5% | -5.4% |
| 30D | -6.8% | -4.5% | -2.4% | -4.6% |
| 3M | -10.0% | -2.8% | -7.1% | -9.1% |
| 6M | -20.6% | +10.3% | -30.9% | -26.5% |
| YTD | -27.6% | -5.7% | -21.9% | -25.2% |
| 1Y | -64.3% | +3.9% | -68.3% | -66.1% |
| All | -64.3% | +4.3% | -68.6% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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