+10,830.8%
FISV vs BBWI
+980.0%
+9,850.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.4% | -1.0% | +4.0% |
| 7D | -2.7% | -4.8% | +2.1% | -1.6% |
| 30D | 0.0% | +3.5% | -3.4% | -0.9% |
| 3M | -2.8% | -0.3% | -2.5% | -3.3% |
| 6M | -11.8% | -5.4% | -6.5% | -12.3% |
| YTD | -23.2% | -4.7% | -18.5% | -24.1% |
| 1Y | -62.0% | -30.5% | -31.5% | -59.9% |
| 3Y | -57.6% | -44.3% | -13.3% | -55.2% |
| 5Y | -53.4% | -66.9% | +13.5% | -47.0% |
| 10Y | +2.9% | -55.3% | +58.2% | -8.1% |
| All | +10,830.8% | +980.0% | +9,850.8% | +3,801.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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