-62.0%
FISV vs BLK
-0.2%
-61.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.4% |
| 7D | -2.7% | -3.3% | +0.6% | -0.7% |
| 30D | 0.0% | -6.5% | +6.6% | +4.2% |
| 3M | -2.8% | +6.7% | -9.5% | -6.7% |
| 6M | -11.8% | +14.7% | -26.6% | -20.7% |
| YTD | -23.2% | +2.5% | -25.7% | -26.0% |
| 1Y | -62.0% | -2.8% | -59.2% | -59.4% |
| All | -62.0% | -0.2% | -61.8% | -59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling