-3.7%
FISV vs BTI
+24.7%
-28.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.9% | +5.9% |
| 7D | +29.6% | +5.3% | +24.3% | +28.9% |
| 30D | +34.5% | +19.1% | +15.4% | +32.7% |
| 3M | +11.2% | +6.5% | +4.7% | +10.0% |
| 6M | -1.2% | +9.4% | -10.6% | -1.1% |
| YTD | -7.6% | +14.4% | -22.0% | -6.8% |
| 1Y | -3.7% | +23.9% | -27.6% | -1.6% |
| All | -3.7% | +24.7% | -28.4% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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