-46.8%
FISV vs CB
+71.0%
-117.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +22.3% | -1.5% | +23.8% | +23.0% |
| 30D | +39.2% | +6.5% | +32.7% | +35.8% |
| 3M | +21.2% | +4.1% | +17.1% | +19.3% |
| 6M | +14.5% | +14.4% | +0.1% | +8.8% |
| YTD | -5.4% | +17.5% | -22.9% | -11.2% |
| 1Y | -0.3% | +27.5% | -27.8% | -9.2% |
| 3Y | -46.8% | +71.6% | -118.4% | -53.6% |
| All | -46.8% | +71.0% | -117.8% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 3y: compounded portfolio wealth divided by compounded CB 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…
3y analysis · Full analysis span regression · 6 months rolling