-3.7%
FISV vs BTSG
+111.7%
-115.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.3% |
| 7D | +29.6% | +17.4% | +12.3% | +28.7% |
| 30D | +34.5% | +12.6% | +21.9% | +33.5% |
| 3M | +11.2% | +11.2% | 0.0% | +10.5% |
| 6M | -1.2% | +30.4% | -31.6% | -5.5% |
| YTD | -7.6% | +86.4% | -94.0% | -15.7% |
| 1Y | -3.7% | +117.9% | -121.6% | -12.8% |
| All | -3.7% | +111.7% | -115.4% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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