-3.7%
FISV vs CAPR
+47.4%
-51.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.3% | -2.0% | +6.1% |
| 7D | +29.6% | +43.2% | -13.5% | +29.0% |
| 30D | +34.5% | +14.7% | +19.8% | +34.2% |
| 3M | +11.2% | +113.9% | -102.7% | +9.7% |
| 6M | -1.2% | -73.4% | +72.2% | -0.4% |
| YTD | -7.6% | -69.1% | +61.5% | -7.2% |
| 1Y | -3.7% | +47.2% | -50.9% | -9.0% |
| All | -3.7% | +47.4% | -51.2% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling