-55.8%
FISV vs BLDR
+7.7%
-63.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.4% |
| 7D | -7.2% | -8.1% | +0.9% | -5.6% |
| 30D | -7.2% | -21.5% | +14.3% | -2.5% |
| 3M | -8.2% | -21.0% | +12.8% | -4.4% |
| 6M | -17.7% | -37.1% | +19.4% | -10.5% |
| YTD | -27.2% | -42.7% | +15.5% | -19.6% |
| 1Y | -63.0% | -58.0% | -5.0% | -56.3% |
| 3Y | -59.8% | -57.8% | -1.9% | -55.1% |
| 5Y | -55.8% | +10.3% | -66.1% | -67.9% |
| All | -55.8% | +7.7% | -63.5% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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