-60.0%
FISV vs BEN
+53.1%
-113.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.9% |
| 7D | -6.4% | +3.4% | -9.8% | -7.3% |
| 30D | -6.8% | +1.8% | -8.6% | -7.3% |
| 3M | -10.0% | +8.4% | -18.3% | -12.3% |
| 6M | -20.6% | +35.6% | -56.3% | -28.5% |
| YTD | -27.6% | +46.4% | -73.9% | -36.1% |
| 1Y | -64.3% | +46.3% | -110.7% | -68.5% |
| All | -60.0% | +53.1% | -113.1% | -66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling