-60.0%
FISV vs BUD
+44.4%
-104.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.2% | -4.0% |
| 7D | -6.4% | -1.3% | -5.1% | -6.2% |
| 30D | -6.8% | -6.1% | -0.7% | -6.0% |
| 3M | -10.0% | -3.8% | -6.2% | -9.4% |
| 6M | -20.6% | +8.2% | -28.8% | -21.4% |
| YTD | -27.6% | +23.6% | -51.1% | -30.6% |
| 1Y | -64.3% | +33.4% | -97.8% | -66.3% |
| All | -60.0% | +44.4% | -104.5% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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