+10,678.2%
FISV vs BN
+14,855.3%
-4,177.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.5% | -3.1% |
| 7D | -1.6% | -1.2% | -0.4% | -1.1% |
| 30D | -3.0% | -10.9% | +8.0% | +1.2% |
| 3M | -3.5% | -11.1% | +7.5% | +0.6% |
| 6M | -19.4% | -4.4% | -15.0% | -18.4% |
| YTD | -24.3% | -14.1% | -10.1% | -20.4% |
| 1Y | -62.4% | -11.1% | -51.3% | -60.9% |
| 3Y | -58.2% | +75.6% | -133.7% | -66.7% |
| 5Y | -56.5% | +35.8% | -92.3% | -62.8% |
| 10Y | -0.5% | +261.6% | -262.1% | -39.5% |
| All | +10,678.2% | +14,855.3% | -4,177.1% | +2,352.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling