+443.7%
FISV vs CF
+5,315.1%
-4,871.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +25.7% | -3.2% | +28.9% | +26.2% |
| 30D | +38.8% | +4.3% | +34.5% | +37.4% |
| 3M | +16.2% | +2.8% | +13.4% | +15.0% |
| 6M | +12.1% | +0.6% | +11.5% | +11.0% |
| YTD | -6.4% | +56.6% | -63.0% | -16.1% |
| 1Y | +2.0% | +49.6% | -47.6% | -7.8% |
| 3Y | -47.4% | +61.5% | -108.9% | -54.0% |
| 5Y | -37.3% | +124.0% | -161.3% | -50.5% |
| 10Y | +28.4% | +573.2% | -544.8% | -22.9% |
| All | +443.7% | +5,315.1% | -4,871.4% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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