-62.4%
FISV vs EXPD
+55.4%
-117.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.7% |
| 7D | -1.6% | -0.9% | -0.6% | -1.3% |
| 30D | -3.0% | +4.1% | -7.0% | -3.8% |
| 3M | -3.5% | +13.8% | -17.3% | -6.4% |
| 6M | -19.4% | +27.3% | -46.7% | -23.4% |
| YTD | -24.3% | +25.4% | -49.7% | -28.3% |
| 1Y | -62.4% | +54.4% | -116.8% | -68.2% |
| All | -62.4% | +55.4% | -117.8% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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