-3.7%
FISV vs BAM
+4.2%
-8.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.2% | 0.0% | +3.2% |
| 7D | +29.6% | +14.2% | +15.4% | +21.5% |
| 30D | +34.5% | +21.0% | +13.5% | +22.7% |
| 3M | +11.2% | +5.2% | +6.0% | +8.6% |
| 6M | -1.2% | +16.0% | -17.2% | -8.2% |
| YTD | -7.6% | +6.5% | -14.1% | -11.5% |
| 1Y | -3.7% | +4.4% | -8.1% | -7.9% |
| All | -3.7% | +4.2% | -8.0% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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