-3.7%
FISV vs D
+23.9%
-27.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.4% | +1.8% | +6.0% |
| 7D | +29.6% | +8.5% | +21.1% | +29.1% |
| 30D | +34.5% | +14.3% | +20.2% | +34.0% |
| 3M | +11.2% | +1.8% | +9.5% | +10.1% |
| 6M | -1.2% | +13.0% | -14.3% | -1.4% |
| YTD | -7.6% | +22.7% | -30.4% | -5.3% |
| 1Y | -3.7% | +22.6% | -26.3% | -1.0% |
| All | -3.7% | +23.9% | -27.6% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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