-61.1%
FISV vs BP
+34.1%
-95.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.6% |
| 7D | -0.3% | +3.9% | -4.3% | +0.2% |
| 30D | -2.1% | +7.6% | -9.7% | -1.0% |
| 3M | -5.7% | +0.7% | -6.4% | -5.7% |
| 6M | -15.3% | +15.5% | -30.8% | -11.7% |
| YTD | -21.1% | +30.8% | -51.9% | -14.3% |
| 1Y | -61.1% | +34.3% | -95.4% | -55.1% |
| All | -61.1% | +34.1% | -95.2% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling