-0.6%
FISV vs AXON
-45.9%
+45.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.3% | +0.1% |
| 7D | +3.0% | -25.6% | +28.6% | +8.2% |
| 30D | +38.8% | -23.9% | +62.7% | +44.9% |
| 3M | +21.2% | -50.4% | +71.6% | +38.3% |
| 6M | +17.5% | -20.0% | +37.5% | +17.6% |
| YTD | -4.9% | -44.5% | +39.6% | +1.7% |
| 1Y | -0.6% | -44.9% | +44.3% | +6.8% |
| All | -0.6% | -45.9% | +45.4% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling