-57.7%
FISV vs BUD
+44.7%
-102.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.2% | -3.8% |
| 7D | -6.4% | -1.3% | -5.1% | -6.0% |
| 30D | -6.8% | -6.1% | -0.7% | -5.3% |
| 3M | -10.0% | -3.8% | -6.2% | -9.0% |
| 6M | -20.6% | +8.2% | -28.8% | -22.5% |
| YTD | -27.6% | +23.6% | -51.1% | -32.5% |
| 1Y | -64.3% | +33.4% | -97.8% | -67.5% |
| 3Y | -60.0% | +45.3% | -105.3% | -65.5% |
| 5Y | -57.7% | +44.3% | -102.0% | -64.4% |
| All | -57.7% | +44.7% | -102.4% | -64.4% |
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