+4,267.8%
FISV vs ARWR
-98.3%
+4,366.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +3.0% | -19.9% | +22.9% | +3.1% |
| 30D | +38.8% | -18.7% | +57.5% | +38.9% |
| 3M | +21.2% | -44.7% | +65.9% | +21.5% |
| 6M | +17.5% | -36.5% | +54.0% | +17.7% |
| YTD | -4.9% | -25.7% | +20.8% | -4.8% |
| 1Y | -0.6% | +18.9% | -19.5% | -0.7% |
| 3Y | -47.4% | +83.1% | -130.5% | -47.7% |
| 5Y | -36.0% | -34.9% | -1.2% | -36.2% |
| 10Y | +27.1% | +1,080.9% | -1,053.7% | +25.4% |
| All | +4,267.8% | -98.3% | +4,366.2% | +4,213.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling