-3.7%
FISV vs EXE
-18.4%
+14.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.9% | +9.2% | +6.5% |
| 7D | +29.6% | -4.7% | +34.3% | +30.2% |
| 30D | +34.5% | +1.0% | +33.5% | +34.1% |
| 3M | +11.2% | -5.6% | +16.9% | +11.5% |
| 6M | -1.2% | -12.3% | +11.1% | -0.4% |
| YTD | -7.6% | -19.5% | +11.9% | -5.0% |
| 1Y | -3.7% | -18.9% | +15.2% | -2.7% |
| All | -3.7% | -18.4% | +14.7% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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