+349.5%
FISV vs BIDU
+1,302.3%
-952.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.0% | +2.9% | -3.0% |
| 7D | -1.6% | -2.4% | +0.9% | -1.2% |
| 30D | -3.0% | -15.6% | +12.7% | -0.5% |
| 3M | -3.5% | -22.3% | +18.8% | -0.1% |
| 6M | -19.4% | -22.3% | +2.9% | -17.1% |
| YTD | -24.3% | -29.2% | +4.9% | -21.3% |
| 1Y | -62.4% | -14.8% | -47.6% | -62.4% |
| 3Y | -58.2% | -31.8% | -26.4% | -57.8% |
| 5Y | -56.5% | -43.1% | -13.4% | -57.0% |
| 10Y | -0.5% | -50.6% | +50.1% | -5.9% |
| All | +349.5% | +1,302.3% | -952.8% | +164.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling