-61.1%
FISV vs EWZ
+36.3%
-97.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | -0.3% | +6.5% | -6.8% | -0.5% |
| 30D | -2.1% | +4.8% | -6.9% | -2.2% |
| 3M | -5.7% | +9.9% | -15.6% | -6.3% |
| 6M | -15.3% | +1.9% | -17.3% | -15.9% |
| YTD | -21.1% | +20.3% | -41.4% | -22.8% |
| 1Y | -61.1% | +35.6% | -96.7% | -62.6% |
| All | -61.1% | +36.3% | -97.4% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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