+4,074.1%
FISV vs CB
+7,141.5%
-3,067.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +3.0% | -1.0% | +4.0% | +3.3% |
| 30D | +38.8% | +7.3% | +31.4% | +35.3% |
| 3M | +21.2% | +7.0% | +14.2% | +18.3% |
| 6M | +17.5% | +16.3% | +1.1% | +11.1% |
| YTD | -4.9% | +19.7% | -24.6% | -11.1% |
| 1Y | -0.6% | +27.8% | -28.4% | -9.2% |
| 3Y | -47.4% | +72.0% | -119.4% | -57.2% |
| 5Y | -36.0% | +104.9% | -140.9% | -51.4% |
| 10Y | +27.1% | +246.7% | -219.6% | -21.3% |
| All | +4,074.1% | +7,141.5% | -3,067.4% | +1,040.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling