-3.7%
FISV vs AS
+3.3%
-7.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.1% | +1.1% | +5.3% |
| 7D | +29.6% | +13.8% | +15.9% | +26.7% |
| 30D | +34.5% | +16.7% | +17.8% | +30.7% |
| 3M | +11.2% | -11.5% | +22.8% | +12.7% |
| 6M | -1.2% | -5.5% | +4.3% | -1.4% |
| YTD | -7.6% | -14.2% | +6.6% | -6.2% |
| 1Y | -3.7% | +2.1% | -5.8% | -1.6% |
| All | -3.7% | +3.3% | -7.0% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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