-57.6%
FISV vs BND
+12.5%
-70.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.5% |
| 7D | -2.7% | -1.0% | -1.7% | -2.0% |
| 30D | 0.0% | -1.1% | +1.2% | +0.8% |
| 3M | -2.8% | -1.9% | -0.9% | -1.6% |
| 6M | -11.8% | -1.6% | -10.2% | -10.9% |
| YTD | -23.2% | -1.2% | -22.0% | -22.6% |
| 1Y | -62.0% | -0.7% | -61.2% | -61.6% |
| 3Y | -57.6% | +12.5% | -70.1% | -59.9% |
| All | -57.6% | +12.5% | -70.1% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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