+357.4%
FISV vs BUD
+201.1%
+156.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.3% | +0.3% | -0.6% | -0.4% |
| 30D | -2.1% | -5.7% | +3.6% | +0.1% |
| 3M | -5.7% | +3.1% | -8.9% | -6.8% |
| 6M | -15.3% | +7.9% | -23.2% | -18.3% |
| YTD | -21.1% | +27.3% | -48.4% | -29.0% |
| 1Y | -61.1% | +37.8% | -98.9% | -66.0% |
| 3Y | -56.8% | +49.8% | -106.7% | -64.5% |
| 5Y | -54.2% | +43.8% | -98.0% | -62.4% |
| 10Y | +1.6% | -22.6% | +24.2% | -0.8% |
| All | +357.4% | +201.1% | +156.3% | +152.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling