+758.0%
FISV vs EW
+6,974.1%
-6,216.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | -2.1% | +1.0% | -3.1% | -2.3% |
| 3M | -5.7% | +2.8% | -8.5% | -6.5% |
| 6M | -15.3% | +5.5% | -20.8% | -16.7% |
| YTD | -21.1% | +5.5% | -26.6% | -22.4% |
| 1Y | -61.1% | +11.0% | -72.1% | -62.3% |
| 3Y | -56.8% | +17.7% | -74.5% | -60.2% |
| 5Y | -54.2% | -25.7% | -28.4% | -53.3% |
| 10Y | +1.6% | +132.8% | -131.2% | -22.3% |
| All | +758.0% | +6,974.1% | -6,216.1% | +194.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling