-57.6%
FISV vs BBAI
+64.9%
-122.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.6% | +5.3% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | 0.0% | -12.0% | +12.0% | +0.5% |
| 3M | -2.8% | -30.7% | +27.9% | -1.6% |
| 6M | -11.8% | -30.7% | +18.8% | -10.9% |
| YTD | -23.2% | -46.9% | +23.6% | -21.9% |
| 1Y | -62.0% | -41.1% | -20.9% | -61.7% |
| 3Y | -57.6% | +65.9% | -123.5% | -61.2% |
| All | -57.6% | +64.9% | -122.6% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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