-57.7%
FISV vs CASY
+234.8%
-292.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -14.2% | +9.9% | -1.6% |
| 7D | -6.4% | -16.5% | +10.1% | -3.2% |
| 30D | -6.8% | -26.4% | +19.5% | -1.4% |
| 3M | -10.0% | -17.3% | +7.3% | -7.5% |
| 6M | -20.6% | -5.2% | -15.4% | -21.8% |
| YTD | -27.6% | +14.1% | -41.7% | -32.5% |
| 1Y | -64.3% | +16.6% | -80.9% | -67.0% |
| 3Y | -60.0% | +163.7% | -223.7% | -71.3% |
| 5Y | -57.7% | +231.3% | -289.0% | -72.8% |
| All | -57.7% | +234.8% | -292.5% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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