-62.0%
FISV vs BN
-14.1%
-47.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.2% |
| 7D | -2.7% | -5.2% | +2.5% | +0.1% |
| 30D | 0.0% | -14.5% | +14.5% | +8.3% |
| 3M | -2.8% | -15.0% | +12.2% | +5.4% |
| 6M | -11.8% | -5.4% | -6.4% | -11.4% |
| YTD | -23.2% | -16.4% | -6.8% | -17.4% |
| 1Y | -62.0% | -16.2% | -45.7% | -57.6% |
| All | -62.0% | -14.1% | -47.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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