-61.1%
FISV vs ATI
+176.2%
-237.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | +1.0% |
| 7D | -0.3% | -0.1% | -0.3% | -0.4% |
| 30D | -2.1% | +2.7% | -4.8% | -1.6% |
| 3M | -5.7% | +16.3% | -22.1% | -3.0% |
| 6M | -15.3% | +30.2% | -45.5% | -12.1% |
| YTD | -21.1% | +83.6% | -104.7% | -8.2% |
| 1Y | -61.1% | +173.0% | -234.1% | -50.5% |
| All | -61.1% | +176.2% | -237.3% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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