-64.3%
FISV vs AXON
-33.3%
-31.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.3% | -3.7% |
| 7D | -6.4% | -3.3% | -3.1% | -5.8% |
| 30D | -6.8% | -17.8% | +11.0% | -3.2% |
| 3M | -10.0% | +8.3% | -18.2% | -13.0% |
| 6M | -20.6% | -12.4% | -8.3% | -20.8% |
| YTD | -27.6% | -13.7% | -13.9% | -28.8% |
| 1Y | -64.3% | -33.1% | -31.3% | -64.9% |
| All | -64.3% | -33.3% | -31.1% | -64.9% |
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 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