-46.8%
FISV vs B
+196.2%
-243.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +1.0% |
| 7D | +22.3% | +11.3% | +11.0% | +22.2% |
| 30D | +39.2% | +2.9% | +36.3% | +39.1% |
| 3M | +21.2% | -2.9% | +24.1% | +21.2% |
| 6M | +14.5% | -1.2% | +15.7% | +14.6% |
| YTD | -5.4% | -1.3% | -4.1% | -5.7% |
| 1Y | -0.3% | +30.4% | -30.7% | -2.0% |
| 3Y | -46.8% | +195.3% | -242.1% | -52.7% |
| All | -46.8% | +196.2% | -243.0% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling