+514.1%
FISV vs AXON
+60,315.1%
-59,801.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -3.5% |
| 7D | -2.0% | -19.7% | +17.7% | +0.2% |
| 30D | +31.8% | -25.7% | +57.5% | +35.6% |
| 3M | +19.3% | -48.8% | +68.1% | +27.7% |
| 6M | +12.1% | -22.0% | +34.0% | +13.8% |
| YTD | -8.4% | -45.9% | +37.5% | -3.7% |
| 1Y | -4.5% | -46.1% | +41.6% | +0.4% |
| 3Y | -49.4% | +40.9% | -90.3% | -52.9% |
| 5Y | -39.0% | +80.2% | -119.2% | -45.7% |
| 10Y | +22.3% | +1,029.9% | -1,007.6% | -12.4% |
| All | +514.1% | +60,315.1% | -59,801.0% | +227.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling