+11,131.7%
FISV vs CASY
+36,294.1%
-25,162.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -2.1% | -11.3% | +9.3% | +0.8% |
| 3M | -5.7% | -0.6% | -5.1% | -6.6% |
| 6M | -15.3% | +10.7% | -26.1% | -18.8% |
| YTD | -21.1% | +37.1% | -58.2% | -28.6% |
| 1Y | -61.1% | +52.3% | -113.4% | -65.8% |
| 3Y | -56.8% | +215.2% | -272.0% | -69.1% |
| 5Y | -54.2% | +276.5% | -330.7% | -68.9% |
| 10Y | +1.6% | +508.4% | -506.8% | -40.3% |
| All | +11,131.7% | +36,294.1% | -25,162.4% | +2,732.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling