+349.0%
FISV vs BLDR
+380.2%
-31.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -4.1% |
| 7D | -6.4% | -2.7% | -3.7% | -6.0% |
| 30D | -6.8% | -14.7% | +7.9% | -4.7% |
| 3M | -10.0% | -20.8% | +10.9% | -7.3% |
| 6M | -20.6% | -35.3% | +14.7% | -16.2% |
| YTD | -27.6% | -40.3% | +12.8% | -22.9% |
| 1Y | -64.3% | -56.3% | -8.0% | -60.2% |
| 3Y | -60.0% | -56.1% | -3.9% | -56.6% |
| 5Y | -57.7% | +12.9% | -70.6% | -60.6% |
| 10Y | -3.0% | +386.5% | -389.4% | -29.0% |
| All | +349.0% | +380.2% | -31.2% | +122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling