-59.8%
FISV vs BIDU
-34.9%
-24.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.1% | +0.6% |
| 7D | -7.2% | -5.2% | -2.0% | -7.0% |
| 30D | -7.2% | -14.5% | +7.3% | -6.6% |
| 3M | -8.2% | -22.9% | +14.7% | -7.2% |
| 6M | -17.7% | -27.8% | +10.1% | -17.0% |
| YTD | -27.2% | -30.7% | +3.5% | -26.4% |
| 1Y | -63.0% | -15.8% | -47.2% | -63.2% |
| All | -59.8% | -34.9% | -24.9% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling