-53.1%
FISV vs BWA
+87.2%
-140.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +4.0% | +5.2% |
| 7D | -2.7% | -1.3% | -1.4% | -2.4% |
| 30D | 0.0% | -2.9% | +3.0% | +0.5% |
| 3M | -2.8% | -10.7% | +7.9% | -1.0% |
| 6M | -11.8% | +26.5% | -38.3% | -17.3% |
| YTD | -23.2% | +49.1% | -72.3% | -31.7% |
| 1Y | -62.0% | +52.1% | -114.0% | -66.4% |
| 3Y | -57.6% | +72.6% | -130.2% | -64.4% |
| All | -53.1% | +87.2% | -140.3% | -64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling