+10,678.2%
FISV vs BTI
+6,031.1%
+4,647.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -4.0% |
| 7D | -1.6% | -1.4% | -0.2% | -1.2% |
| 30D | -3.0% | -7.0% | +4.1% | -1.3% |
| 3M | -3.5% | -6.3% | +2.8% | -2.1% |
| 6M | -19.4% | -2.0% | -17.4% | -19.4% |
| YTD | -24.3% | +0.2% | -24.5% | -24.9% |
| 1Y | -62.4% | +3.8% | -66.2% | -62.9% |
| 3Y | -58.2% | +112.1% | -170.2% | -65.6% |
| 5Y | -56.5% | +113.6% | -170.1% | -64.5% |
| 10Y | -0.5% | +69.6% | -70.1% | -16.6% |
| All | +10,678.2% | +6,031.1% | +4,647.1% | +5,077.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling