-62.0%
FISV vs BEN
+45.3%
-107.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | -3.1% | +0.4% | -1.1% |
| 30D | 0.0% | +0.2% | -0.1% | -0.1% |
| 3M | -2.8% | +6.8% | -9.6% | -6.6% |
| 6M | -11.8% | +38.1% | -49.9% | -30.1% |
| YTD | -23.2% | +44.3% | -67.6% | -41.7% |
| 1Y | -62.0% | +42.6% | -104.6% | -71.2% |
| All | -62.0% | +45.3% | -107.3% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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