-70.8%
FISV vs BIYA
-99.9%
+29.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +1.4% | +9.0% | -7.6% | +1.4% |
| 30D | +38.4% | -12.9% | +51.4% | +38.5% |
| 3M | +14.9% | -54.7% | +69.6% | +15.1% |
| 6M | +21.8% | -85.1% | +106.8% | +21.5% |
| YTD | -5.0% | -96.9% | +91.8% | -5.7% |
| 1Y | -1.2% | -98.5% | +97.4% | -2.5% |
| All | -70.8% | -99.9% | +29.1% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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