-62.0%
FISV vs BP
+40.7%
-102.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | +5.2% | -7.9% | -1.9% |
| 30D | 0.0% | +8.7% | -8.7% | +1.4% |
| 3M | -2.8% | +9.3% | -12.1% | -1.5% |
| 6M | -11.8% | +13.6% | -25.4% | -9.2% |
| YTD | -23.2% | +37.7% | -60.9% | -16.4% |
| 1Y | -62.0% | +40.6% | -102.6% | -56.0% |
| All | -62.0% | +40.7% | -102.7% | -56.0% |
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