-53.1%
FISV vs BNY
+256.6%
-309.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | -1.3% | -1.4% | -2.0% |
| 30D | 0.0% | -0.2% | +0.2% | +0.1% |
| 3M | -2.8% | +14.9% | -17.7% | -9.7% |
| 6M | -11.8% | +40.0% | -51.8% | -26.0% |
| YTD | -23.2% | +42.0% | -65.2% | -36.1% |
| 1Y | -62.0% | +56.9% | -118.8% | -69.8% |
| 3Y | -57.6% | +289.9% | -347.5% | -78.8% |
| All | -53.1% | +256.6% | -309.7% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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