+330.0%
FISV vs BIDU
+1,294.4%
-964.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.8% | -4.3% |
| 7D | -6.4% | -2.4% | -4.0% | -6.0% |
| 30D | -6.8% | -16.0% | +9.1% | -4.5% |
| 3M | -10.0% | -24.0% | +14.1% | -6.4% |
| 6M | -20.6% | -24.9% | +4.2% | -17.9% |
| YTD | -27.6% | -29.6% | +2.0% | -24.7% |
| 1Y | -64.3% | -15.2% | -49.2% | -64.3% |
| 3Y | -60.0% | -32.2% | -27.8% | -59.6% |
| 5Y | -57.7% | -43.8% | -13.9% | -58.1% |
| 10Y | -3.0% | -49.5% | +46.5% | -8.6% |
| All | +330.0% | +1,294.4% | -964.4% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded BIDU 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling