+835.7%
FISV vs BLK
+12,788.7%
-11,953.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -7.2% | -5.2% | -2.0% | -5.2% |
| 30D | -7.2% | -7.0% | -0.1% | -4.4% |
| 3M | -8.2% | +5.7% | -13.8% | -10.3% |
| 6M | -17.7% | +11.0% | -28.7% | -21.3% |
| YTD | -27.2% | +0.9% | -28.0% | -27.8% |
| 1Y | -63.0% | -1.6% | -61.4% | -62.7% |
| 3Y | -59.8% | +64.5% | -124.2% | -67.2% |
| 5Y | -55.8% | +30.9% | -86.6% | -61.3% |
| 10Y | -2.4% | +275.1% | -277.5% | -42.5% |
| All | +835.7% | +12,788.7% | -11,953.0% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling