+27.4%
FISV vs AR
+57.4%
-29.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +1.4% | +7.4% | -5.9% | +0.8% |
| 30D | +38.4% | +5.8% | +32.7% | +37.5% |
| 3M | +14.9% | +5.2% | +9.7% | +14.1% |
| 6M | +21.8% | +5.4% | +16.3% | +20.8% |
| YTD | -5.0% | +12.4% | -17.5% | -6.6% |
| 1Y | -1.2% | +12.8% | -14.0% | -2.9% |
| 3Y | -47.5% | +47.2% | -94.7% | -50.1% |
| 5Y | -36.7% | +101.1% | -137.9% | -42.1% |
| All | +27.4% | +57.4% | -29.9% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling