-59.8%
FISV vs EWT
+193.0%
-252.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.8% |
| 7D | -7.2% | -1.1% | -6.1% | -7.1% |
| 30D | -7.2% | +4.8% | -12.0% | -7.6% |
| 3M | -8.2% | +11.1% | -19.3% | -10.0% |
| 6M | -17.7% | +54.6% | -72.3% | -25.9% |
| YTD | -27.2% | +71.4% | -98.6% | -36.1% |
| 1Y | -63.0% | +82.1% | -145.1% | -68.0% |
| All | -59.8% | +193.0% | -252.8% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 3y: compounded portfolio wealth divided by compounded EWT 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…
3y analysis · Full analysis span regression · 6 months rolling