+260.2%
FISV vs APTV
+180.9%
+79.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.6% | +0.6% | -2.7% |
| 7D | -1.6% | +2.0% | -3.5% | -2.1% |
| 30D | -3.0% | -7.7% | +4.8% | -0.8% |
| 3M | -3.5% | -34.0% | +30.5% | +7.3% |
| 6M | -19.4% | -37.1% | +17.7% | -10.0% |
| YTD | -24.3% | -39.9% | +15.6% | -14.7% |
| 1Y | -62.4% | -44.4% | -17.9% | -56.6% |
| 3Y | -58.2% | -54.5% | -3.7% | -50.8% |
| 5Y | -56.5% | -69.1% | +12.6% | -44.4% |
| 10Y | -0.5% | -20.0% | +19.5% | -15.9% |
| All | +260.2% | +180.9% | +79.3% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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