-59.8%
FISV vs BWA
+68.2%
-128.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -7.2% | -0.1% | -7.1% | -7.2% |
| 30D | -7.2% | -5.5% | -1.7% | -7.0% |
| 3M | -8.2% | -7.6% | -0.6% | -7.7% |
| 6M | -17.7% | +25.0% | -42.7% | -20.2% |
| YTD | -27.2% | +47.0% | -74.1% | -31.6% |
| 1Y | -63.0% | +54.0% | -117.0% | -65.4% |
| All | -59.8% | +68.2% | -128.0% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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