+21.8%
FISV vs EW
+34.7%
-12.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.0% |
| 7D | +1.4% | +4.9% | -3.5% | -1.0% |
| 30D | +38.4% | +23.9% | +14.5% | +25.6% |
| 3M | +14.9% | +15.8% | -0.8% | +8.0% |
| 6M | +21.8% | +31.7% | -9.9% | +2.9% |
| All | +21.8% | +34.7% | -12.9% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 6mo: compounded portfolio wealth divided by compounded EW 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…
6mo analysis · Full analysis span regression · 6 months rolling