-36.6%
FISV vs BUD
+53.4%
-90.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | +8.4% | +6.0% | +2.4% | +6.7% |
| 30D | +38.8% | +11.3% | +27.5% | +34.5% |
| 3M | +21.3% | +3.6% | +17.7% | +19.9% |
| 6M | +14.1% | +7.7% | +6.4% | +11.6% |
| YTD | -5.7% | +36.4% | -42.1% | -15.0% |
| 1Y | -0.8% | +37.8% | -38.6% | -10.9% |
| 3Y | -47.9% | +51.2% | -99.1% | -55.7% |
| All | -36.6% | +53.4% | -90.0% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling