-56.5%
FISV vs ARWR
+29.5%
-86.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.9% |
| 7D | -1.6% | +2.9% | -4.4% | -1.8% |
| 30D | -3.0% | -2.9% | -0.1% | -2.8% |
| 3M | -3.5% | +15.2% | -18.8% | -5.1% |
| 6M | -19.4% | +42.3% | -61.7% | -22.5% |
| YTD | -24.3% | +28.2% | -52.5% | -26.7% |
| 1Y | -62.4% | +213.2% | -275.6% | -67.0% |
| 3Y | -58.2% | +184.6% | -242.8% | -64.9% |
| 5Y | -56.5% | +29.2% | -85.8% | -62.2% |
| All | -56.5% | +29.5% | -86.1% | -62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling