-61.1%
FISV vs EFX
-25.2%
-35.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.4% | +6.9% | +4.4% |
| 7D | -0.3% | -8.6% | +8.3% | +5.0% |
| 30D | -2.1% | +0.1% | -2.2% | -2.7% |
| 3M | -5.7% | +3.8% | -9.6% | -9.1% |
| 6M | -15.3% | -13.5% | -1.8% | -8.2% |
| YTD | -21.1% | -17.7% | -3.4% | -11.4% |
| 1Y | -61.1% | -25.6% | -35.5% | -52.7% |
| All | -61.1% | -25.2% | -35.8% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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