+10,830.8%
FISV vs BBY
+76,035.1%
-65,204.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.1% | +2.3% | +4.9% |
| 7D | -2.7% | +0.6% | -3.3% | -2.7% |
| 30D | 0.0% | +9.4% | -9.4% | -1.5% |
| 3M | -2.8% | +19.3% | -22.1% | -5.7% |
| 6M | -11.8% | +47.9% | -59.7% | -17.9% |
| YTD | -23.2% | +39.6% | -62.8% | -27.8% |
| 1Y | -62.0% | +22.2% | -84.2% | -63.6% |
| 3Y | -57.6% | +45.0% | -102.6% | -61.3% |
| 5Y | -53.4% | +2.6% | -56.0% | -55.6% |
| 10Y | +2.9% | +250.5% | -247.6% | -21.5% |
| All | +10,830.8% | +76,035.1% | -65,204.4% | +4,015.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling