-60.0%
FISV vs BN
+71.3%
-131.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.6% |
| 7D | -6.4% | -3.0% | -3.4% | -5.3% |
| 30D | -6.8% | -13.0% | +6.2% | -1.8% |
| 3M | -10.0% | -15.2% | +5.3% | -4.3% |
| 6M | -20.6% | -5.9% | -14.7% | -19.3% |
| YTD | -27.6% | -15.8% | -11.8% | -23.3% |
| 1Y | -64.3% | -12.2% | -52.2% | -62.6% |
| All | -60.0% | +71.3% | -131.3% | -65.4% |
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