-47.5%
FISV vs BN
+96.7%
-144.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.3% |
| 7D | +1.4% | -1.0% | +2.4% | +1.8% |
| 30D | +38.4% | +14.0% | +24.5% | +31.5% |
| 3M | +14.9% | -9.0% | +23.9% | +18.8% |
| 6M | +21.8% | -8.8% | +30.6% | +25.4% |
| YTD | -5.0% | -10.3% | +5.2% | -2.1% |
| 1Y | -1.2% | -5.8% | +4.6% | 0.0% |
| 3Y | -47.5% | +94.8% | -142.3% | -53.8% |
| All | -47.5% | +96.7% | -144.3% | -53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling