+2.0%
FISV vs BIL
+25.3%
-23.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | 0.0% | +0.3% | -0.3% | +0.2% |
| 3M | -2.8% | +0.9% | -3.7% | -2.2% |
| 6M | -11.8% | +1.8% | -13.7% | -10.6% |
| YTD | -23.2% | +2.5% | -25.7% | -21.6% |
| 1Y | -62.0% | +3.7% | -65.7% | -61.0% |
| 3Y | -57.6% | +14.1% | -71.7% | -58.3% |
| 5Y | -53.4% | +19.5% | -72.9% | -55.9% |
| All | +2.0% | +25.3% | -23.3% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling