-58.2%
FISV vs B
+197.9%
-256.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.6% | -4.0% |
| 7D | -1.6% | +2.3% | -3.9% | -1.6% |
| 30D | -3.0% | +1.4% | -4.3% | -2.9% |
| 3M | -3.5% | +12.2% | -15.7% | -3.6% |
| 6M | -19.4% | -2.1% | -17.3% | -19.1% |
| YTD | -24.3% | +2.9% | -27.2% | -24.5% |
| 1Y | -62.4% | +55.3% | -117.7% | -63.8% |
| 3Y | -58.2% | +198.7% | -256.9% | -63.3% |
| All | -58.2% | +197.9% | -256.1% | -63.3% |
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