+27.4%
FISV vs B
+216.6%
-189.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.7% |
| 7D | +1.4% | -7.3% | +8.8% | +1.9% |
| 30D | +38.4% | -3.3% | +41.8% | +38.6% |
| 3M | +14.9% | -7.8% | +22.7% | +15.3% |
| 6M | +21.8% | -15.5% | +37.3% | +22.7% |
| YTD | -5.0% | -12.3% | +7.2% | -5.0% |
| 1Y | -1.2% | +5.4% | -6.5% | -2.6% |
| 3Y | -47.5% | +165.5% | -213.1% | -53.1% |
| 5Y | -36.7% | +107.0% | -143.8% | -43.0% |
| All | +27.4% | +216.6% | -189.2% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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