-3.7%
FISV vs ARWR
+59.7%
-63.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.6% | +2.7% | +6.1% |
| 7D | +29.6% | +2.4% | +27.3% | +29.5% |
| 30D | +34.5% | -1.1% | +35.6% | +34.5% |
| 3M | +11.2% | -31.2% | +42.4% | +13.2% |
| 6M | -1.2% | -19.3% | +18.1% | -0.4% |
| YTD | -7.6% | -7.1% | -0.5% | -8.8% |
| 1Y | -3.7% | +62.9% | -66.6% | -10.3% |
| All | -3.7% | +59.7% | -63.4% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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