-55.8%
FISV vs BN
+30.5%
-86.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.1% |
| 7D | -7.2% | -5.9% | -1.3% | -4.8% |
| 30D | -7.2% | -15.1% | +7.9% | -0.7% |
| 3M | -8.2% | -14.6% | +6.4% | -2.2% |
| 6M | -17.7% | -8.4% | -9.3% | -15.2% |
| YTD | -27.2% | -16.8% | -10.3% | -22.1% |
| 1Y | -63.0% | -14.4% | -48.6% | -60.7% |
| 3Y | -59.8% | +70.1% | -129.9% | -68.6% |
| 5Y | -55.8% | +33.5% | -89.3% | -62.6% |
| All | -55.8% | +30.5% | -86.3% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling