-3.0%
FISV vs AXON
+1,811.1%
-1,814.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.3% | -3.8% |
| 7D | -6.4% | -3.3% | -3.1% | -5.9% |
| 30D | -6.8% | -17.8% | +11.0% | -3.9% |
| 3M | -10.0% | +8.3% | -18.2% | -12.0% |
| 6M | -20.6% | -12.4% | -8.3% | -20.1% |
| YTD | -27.6% | -13.7% | -13.9% | -27.3% |
| 1Y | -64.3% | -33.1% | -31.3% | -62.9% |
| 3Y | -60.0% | +128.2% | -188.2% | -67.1% |
| 5Y | -57.7% | +170.5% | -228.2% | -67.3% |
| 10Y | -3.0% | +1,846.0% | -1,849.0% | -42.9% |
| All | -3.0% | +1,811.1% | -1,814.0% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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