-61.1%
FISV vs ALNY
-40.8%
-20.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -0.3% | +12.2% | -12.6% | -1.9% |
| 30D | -2.1% | +16.3% | -18.4% | -4.1% |
| 3M | -5.7% | -12.4% | +6.6% | -4.7% |
| 6M | -15.3% | -18.7% | +3.4% | -13.6% |
| YTD | -21.1% | -33.1% | +12.0% | -18.2% |
| 1Y | -61.1% | -41.3% | -19.8% | -59.1% |
| All | -61.1% | -40.8% | -20.3% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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