+2.0%
FISV vs BLK
+283.5%
-281.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.5% |
| 7D | -2.7% | -3.3% | +0.6% | -0.8% |
| 30D | 0.0% | -6.5% | +6.6% | +3.9% |
| 3M | -2.8% | +6.7% | -9.5% | -6.4% |
| 6M | -11.8% | +14.7% | -26.6% | -18.7% |
| YTD | -23.2% | +2.5% | -25.7% | -25.0% |
| 1Y | -62.0% | -2.8% | -59.2% | -61.5% |
| 3Y | -57.6% | +65.9% | -123.5% | -68.8% |
| 5Y | -53.4% | +33.0% | -86.4% | -62.1% |
| All | +2.0% | +283.5% | -281.5% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling