-60.0%
FISV vs ATI
+358.3%
-418.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -4.0% | -4.3% |
| 7D | -6.4% | +2.4% | -8.8% | -6.5% |
| 30D | -6.8% | -9.5% | +2.7% | -6.4% |
| 3M | -10.0% | +10.4% | -20.3% | -10.6% |
| 6M | -20.6% | +31.8% | -52.4% | -22.4% |
| YTD | -27.6% | +80.0% | -107.5% | -31.2% |
| 1Y | -64.3% | +175.8% | -240.2% | -68.1% |
| All | -60.0% | +358.3% | -418.3% | -68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling