-57.7%
FISV vs BIL
+19.4%
-77.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -6.4% | +0.1% | -6.5% | -6.3% |
| 30D | -6.8% | +0.3% | -7.1% | -6.4% |
| 3M | -10.0% | +0.9% | -10.9% | -8.7% |
| 6M | -20.6% | +1.8% | -22.4% | -17.9% |
| YTD | -27.6% | +2.5% | -30.0% | -23.8% |
| 1Y | -64.3% | +3.7% | -68.0% | -61.6% |
| 3Y | -60.0% | +14.1% | -74.1% | -45.6% |
| 5Y | -57.7% | +19.4% | -77.1% | -24.8% |
| All | -57.7% | +19.4% | -77.1% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling