+311.3%
FISV vs BTG
+370.1%
-58.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +0.7% |
| 7D | -7.2% | -5.8% | -1.4% | -7.0% |
| 30D | -7.2% | +5.7% | -12.9% | -7.4% |
| 3M | -8.2% | +38.1% | -46.3% | -9.5% |
| 6M | -17.7% | +0.3% | -18.0% | -18.0% |
| YTD | -27.2% | +19.9% | -47.1% | -28.1% |
| 1Y | -63.0% | +24.6% | -87.6% | -63.6% |
| 3Y | -59.8% | +96.6% | -156.4% | -61.4% |
| 5Y | -55.8% | +77.7% | -133.5% | -57.6% |
| 10Y | -2.4% | +150.7% | -153.1% | -8.0% |
| All | +311.3% | +370.1% | -58.7% | +248.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling