-0.8%
FISV vs CRBG
+24.2%
-24.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +8.4% | +0.5% | +7.9% | +8.2% |
| 30D | +38.8% | +5.3% | +33.4% | +36.6% |
| 3M | +21.3% | +4.9% | +16.4% | +19.4% |
| 6M | +14.1% | +33.6% | -19.4% | +4.8% |
| YTD | -5.7% | +22.2% | -27.9% | -9.9% |
| 1Y | -0.8% | +23.2% | -23.9% | -5.5% |
| All | -0.8% | +24.2% | -24.9% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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