-77.6%
FISV vs BIYA
-99.8%
+22.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | -7.2% | -1.3% | -5.9% | -7.2% |
| 30D | -7.2% | -15.9% | +8.7% | -7.1% |
| 3M | -8.2% | -81.2% | +73.1% | -8.3% |
| 6M | -17.7% | -88.2% | +70.5% | -18.2% |
| YTD | -27.2% | -94.1% | +67.0% | -27.8% |
| 1Y | -63.0% | -98.7% | +35.7% | -63.5% |
| All | -77.6% | -99.8% | +22.2% | -78.1% |
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