-55.7%
FISV vs AS
+123.4%
-179.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | +1.4% | -4.9% | +6.3% | +2.2% |
| 30D | +38.4% | +3.9% | +34.6% | +37.6% |
| 3M | +14.9% | -9.6% | +24.5% | +16.4% |
| 6M | +21.8% | -8.7% | +30.5% | +22.9% |
| YTD | -5.0% | -19.8% | +14.8% | -2.8% |
| 1Y | -1.2% | -1.5% | +0.4% | -1.7% |
| All | -55.7% | +123.4% | -179.1% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling