-57.6%
FISV vs BDX
-10.0%
-47.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -2.7% | -3.2% | +0.5% | -1.5% |
| 30D | 0.0% | -2.5% | +2.6% | +1.0% |
| 3M | -2.8% | +21.4% | -24.2% | -9.5% |
| 6M | -11.8% | +10.4% | -22.2% | -15.3% |
| YTD | -23.2% | +18.8% | -42.0% | -28.1% |
| 1Y | -62.0% | +21.7% | -83.7% | -64.6% |
| 3Y | -57.6% | -10.0% | -47.7% | -57.2% |
| All | -57.6% | -10.0% | -47.6% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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