-3.3%
FISV vs EMB
+30.4%
-33.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.5% |
| 7D | -7.2% | -1.1% | -6.1% | -6.0% |
| 30D | -7.2% | -1.1% | -6.1% | -6.0% |
| 3M | -8.2% | -0.8% | -7.4% | -7.4% |
| 6M | -17.7% | -0.1% | -17.6% | -17.7% |
| YTD | -27.2% | +0.4% | -27.6% | -27.6% |
| 1Y | -63.0% | +3.3% | -66.2% | -64.2% |
| 3Y | -59.8% | +29.0% | -88.8% | -69.8% |
| 5Y | -55.8% | +6.3% | -62.1% | -57.6% |
| All | -3.3% | +30.4% | -33.7% | -25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling