+264.9%
FISV vs BR
+1,282.8%
-1,017.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | -7.2% | -6.0% | -1.2% | -4.1% |
| 30D | -7.2% | -0.9% | -6.3% | -6.8% |
| 3M | -8.2% | +16.4% | -24.5% | -15.4% |
| 6M | -17.7% | -8.2% | -9.5% | -14.0% |
| YTD | -27.2% | -23.2% | -3.9% | -16.7% |
| 1Y | -63.0% | -30.9% | -32.0% | -54.5% |
| 3Y | -59.8% | -5.0% | -54.8% | -58.6% |
| 5Y | -55.8% | +8.8% | -64.6% | -58.3% |
| 10Y | -2.4% | +190.1% | -192.5% | -44.3% |
| All | +264.9% | +1,282.8% | -1,017.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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