-58.2%
FISV vs BIL
+14.1%
-72.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.1% |
| 7D | -1.6% | +0.1% | -1.6% | -1.7% |
| 30D | -3.0% | +0.3% | -3.2% | -3.6% |
| 3M | -3.5% | +0.9% | -4.4% | -5.9% |
| 6M | -19.4% | +1.8% | -21.2% | -22.3% |
| YTD | -24.3% | +2.5% | -26.7% | -27.3% |
| 1Y | -62.4% | +3.7% | -66.1% | -64.6% |
| 3Y | -58.2% | +14.1% | -72.3% | -44.9% |
| All | -58.2% | +14.1% | -72.3% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling