+2.0%
FISV vs BRKR
+155.3%
-153.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.7% | +5.5% |
| 7D | -2.7% | -8.7% | +6.0% | -0.5% |
| 30D | 0.0% | -9.9% | +9.9% | +2.4% |
| 3M | -2.8% | -3.1% | +0.3% | -4.3% |
| 6M | -11.8% | +45.5% | -57.3% | -23.6% |
| YTD | -23.2% | +13.7% | -36.9% | -28.9% |
| 1Y | -62.0% | +67.4% | -129.4% | -68.6% |
| 3Y | -57.6% | -13.2% | -44.4% | -60.2% |
| 5Y | -53.4% | -39.5% | -13.9% | -51.6% |
| All | +2.0% | +155.3% | -153.4% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling