-57.6%
FISV vs BTG
+94.8%
-152.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.4% |
| 7D | -2.7% | -3.8% | +1.1% | -2.5% |
| 30D | 0.0% | +3.6% | -3.6% | -0.1% |
| 3M | -2.8% | +32.0% | -34.8% | -4.2% |
| 6M | -11.8% | +3.4% | -15.2% | -11.9% |
| YTD | -23.2% | +20.8% | -44.0% | -24.7% |
| 1Y | -62.0% | +22.4% | -84.4% | -63.0% |
| 3Y | -57.6% | +91.7% | -149.3% | -61.4% |
| All | -57.6% | +94.8% | -152.4% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling