-3.7%
FISV vs CSGP
-53.2%
+49.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.0% | +2.2% | +4.7% |
| 7D | +29.6% | +18.3% | +11.3% | +21.4% |
| 30D | +34.5% | +17.8% | +16.7% | +24.5% |
| 3M | +11.2% | +9.3% | +2.0% | +5.9% |
| 6M | -1.2% | -7.9% | +6.7% | 0.0% |
| YTD | -7.6% | -51.5% | +43.9% | +15.0% |
| 1Y | -3.7% | -53.3% | +49.6% | +22.3% |
| All | -3.7% | -53.2% | +49.5% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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