-3.7%
FISV vs EMB
+0.7%
-4.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.4% |
| 7D | +29.6% | +0.7% | +28.9% | +28.8% |
| 30D | +34.5% | +2.3% | +32.2% | +31.8% |
| 3M | +11.2% | -2.5% | +13.7% | +13.5% |
| 6M | -1.2% | -1.1% | -0.1% | -0.8% |
| YTD | -7.6% | -0.6% | -7.0% | -8.6% |
| 1Y | -3.7% | +0.6% | -4.3% | -5.2% |
| All | -3.7% | +0.7% | -4.4% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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