-53.1%
FISV vs BIDU
-44.1%
-9.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.3% |
| 7D | -2.7% | -8.1% | +5.4% | -1.8% |
| 30D | 0.0% | -12.8% | +12.9% | +1.4% |
| 3M | -2.8% | -21.3% | +18.5% | -0.6% |
| 6M | -11.8% | -27.0% | +15.1% | -9.6% |
| YTD | -23.2% | -30.0% | +6.8% | -21.1% |
| 1Y | -62.0% | -18.3% | -43.7% | -62.0% |
| 3Y | -57.6% | -33.8% | -23.8% | -57.1% |
| All | -53.1% | -44.1% | -9.1% | -52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling