+12.1%
FISV vs BURL
-13.8%
+25.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.0% | -3.4% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | +31.8% | -4.3% | +36.1% | +32.0% |
| 3M | +19.3% | -28.8% | +48.1% | +24.1% |
| 6M | +12.1% | -12.8% | +24.9% | +15.9% |
| All | +12.1% | -13.8% | +25.9% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 6mo: compounded portfolio wealth divided by compounded BURL 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…
6mo analysis · Full analysis span regression · 6 months rolling