-61.1%
FISV vs BBY
+27.1%
-88.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | -0.1% |
| 7D | -0.3% | +9.5% | -9.8% | -2.1% |
| 30D | -2.1% | +6.8% | -8.9% | -3.4% |
| 3M | -5.7% | +28.9% | -34.6% | -10.2% |
| 6M | -15.3% | +37.8% | -53.1% | -20.8% |
| YTD | -21.1% | +38.7% | -59.8% | -26.5% |
| 1Y | -61.1% | +23.7% | -84.8% | -62.8% |
| All | -61.1% | +27.1% | -88.2% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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