-58.6%
FISV vs BBAI
-70.8%
+12.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -1.6% | -1.0% | -0.6% | -1.6% |
| 30D | -3.0% | -10.7% | +7.7% | -2.8% |
| 3M | -3.5% | -32.3% | +28.7% | -3.2% |
| 6M | -19.4% | -31.3% | +11.9% | -19.2% |
| YTD | -24.3% | -45.9% | +21.6% | -23.9% |
| 1Y | -62.4% | -40.0% | -22.3% | -62.3% |
| 3Y | -58.2% | +72.8% | -131.0% | -58.6% |
| 5Y | -56.5% | -70.4% | +13.8% | -57.4% |
| All | -58.6% | -70.8% | +12.2% | -59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling