-62.4%
FISV vs CSGP
-66.0%
+3.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -2.9% |
| 7D | -1.6% | -5.1% | +3.6% | +1.7% |
| 30D | -3.0% | +0.3% | -3.3% | -3.7% |
| 3M | -3.5% | -9.1% | +5.6% | +1.7% |
| 6M | -19.4% | -37.3% | +17.9% | +9.4% |
| YTD | -24.3% | -54.9% | +30.6% | +38.4% |
| 1Y | -62.4% | -65.5% | +3.2% | +16.7% |
| All | -62.4% | -66.0% | +3.6% | +16.7% |
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