-62.4%
FISV vs COMP
+11.9%
-74.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -3.5% |
| 7D | -1.6% | +4.1% | -5.6% | -2.2% |
| 30D | -3.0% | -14.5% | +11.6% | -0.5% |
| 3M | -3.5% | +41.8% | -45.3% | -9.3% |
| 6M | -19.4% | +23.6% | -43.0% | -22.6% |
| YTD | -24.3% | +1.7% | -26.0% | -24.8% |
| 1Y | -62.4% | +12.6% | -74.9% | -66.4% |
| All | -62.4% | +11.9% | -74.2% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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