-61.1%
FISV vs CNC
+129.2%
-190.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +2.0% | +0.4% |
| 7D | -0.3% | +3.5% | -3.9% | 0.0% |
| 30D | -2.1% | +0.1% | -2.1% | -2.0% |
| 3M | -5.7% | +6.9% | -12.7% | -5.0% |
| 6M | -15.3% | +49.0% | -64.3% | -11.9% |
| YTD | -21.1% | +62.9% | -84.0% | -14.9% |
| 1Y | -61.1% | +134.0% | -195.1% | -49.0% |
| All | -61.1% | +129.2% | -190.3% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 1y: compounded portfolio wealth divided by compounded CNC 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…
1y analysis · Full analysis span regression · 6 months rolling