+3,376.5%
FISV vs BWA
+3,424.3%
-47.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -3.5% |
| 7D | -1.6% | +4.3% | -5.8% | -2.8% |
| 30D | -3.0% | -2.9% | -0.1% | -2.3% |
| 3M | -3.5% | -12.4% | +8.9% | -0.5% |
| 6M | -19.4% | +28.6% | -48.0% | -26.9% |
| YTD | -24.3% | +48.2% | -72.5% | -35.1% |
| 1Y | -62.4% | +50.9% | -113.3% | -68.0% |
| 3Y | -58.2% | +72.2% | -130.3% | -66.9% |
| 5Y | -56.5% | +91.1% | -147.6% | -67.5% |
| 10Y | -0.5% | +144.0% | -144.6% | -36.6% |
| All | +3,376.5% | +3,424.3% | -47.8% | +843.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling