+259.4%
FISV vs BIL
+30.4%
+229.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.6% |
| 7D | -0.3% | +0.1% | -0.4% | -0.1% |
| 30D | -2.1% | +0.3% | -2.4% | -1.1% |
| 3M | -5.7% | +0.9% | -6.7% | -3.1% |
| 6M | -15.3% | +1.8% | -17.2% | -10.6% |
| YTD | -21.1% | +2.4% | -23.5% | -15.2% |
| 1Y | -61.1% | +3.7% | -64.8% | -56.6% |
| 3Y | -56.8% | +14.2% | -71.0% | -36.8% |
| 5Y | -54.2% | +19.4% | -73.6% | -23.2% |
| 10Y | +1.6% | +25.2% | -23.6% | +97.0% |
| All | +259.4% | +30.4% | +229.0% | +588.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling