+13,225.4%
FISV vs EXPD
+30,172.0%
-16,946.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.8% |
| 7D | +25.7% | -7.2% | +32.9% | +28.1% |
| 30D | +38.8% | -3.3% | +42.0% | +39.9% |
| 3M | +16.2% | +3.4% | +12.8% | +15.0% |
| 6M | +12.1% | +22.7% | -10.6% | +5.8% |
| YTD | -6.4% | +24.5% | -30.9% | -12.6% |
| 1Y | +2.0% | +38.6% | -36.6% | -7.5% |
| 3Y | -47.4% | +71.5% | -118.9% | -55.6% |
| 5Y | -37.3% | +56.2% | -93.6% | -46.3% |
| 10Y | +28.4% | +310.5% | -282.0% | -14.6% |
| All | +13,225.4% | +30,172.0% | -16,946.6% | +4,945.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling