-62.0%
FISV vs AU
+72.0%
-134.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.5% |
| 7D | -2.7% | -4.3% | +1.6% | -3.1% |
| 30D | 0.0% | +7.3% | -7.3% | +1.1% |
| 3M | -2.8% | +26.3% | -29.1% | +0.4% |
| 6M | -11.8% | +1.8% | -13.6% | -10.9% |
| YTD | -23.2% | +26.8% | -50.0% | -19.4% |
| 1Y | -62.0% | +66.7% | -128.7% | -57.4% |
| All | -62.0% | +72.0% | -134.0% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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