+3,362.1%
FISV vs CB
+6,559.4%
-3,197.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.5% |
| 30D | -2.1% | -3.1% | +1.1% | -0.9% |
| 3M | -5.7% | +9.0% | -14.7% | -8.7% |
| 6M | -15.3% | +2.9% | -18.2% | -16.3% |
| YTD | -21.1% | +10.1% | -31.2% | -24.0% |
| 1Y | -61.1% | +22.8% | -83.9% | -64.1% |
| 3Y | -56.8% | +73.8% | -130.6% | -65.1% |
| 5Y | -54.2% | +99.2% | -153.3% | -64.9% |
| 10Y | +1.6% | +218.2% | -216.6% | -35.2% |
| All | +3,362.1% | +6,559.4% | -3,197.3% | +874.9% |
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