+2.0%
FISV vs ATI
+1,154.1%
-1,152.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -2.7% | -5.6% | +3.0% | -1.7% |
| 30D | 0.0% | -13.7% | +13.8% | +2.5% |
| 3M | -2.8% | -0.4% | -2.4% | -3.3% |
| 6M | -11.8% | +26.2% | -38.1% | -16.5% |
| YTD | -23.2% | +73.2% | -96.4% | -31.8% |
| 1Y | -62.0% | +161.6% | -223.6% | -69.2% |
| 3Y | -57.6% | +346.2% | -403.8% | -70.3% |
| 5Y | -53.4% | +1,047.6% | -1,101.0% | -73.9% |
| All | +2.0% | +1,154.1% | -1,152.1% | -50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling