+654.9%
FISV vs EXR
+3,095.3%
-2,440.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +3.0% | -1.1% | +4.1% | +3.4% |
| 30D | +38.8% | +18.8% | +20.0% | +30.7% |
| 3M | +21.2% | +9.9% | +11.3% | +17.4% |
| 6M | +17.5% | +12.6% | +4.9% | +12.7% |
| YTD | -4.9% | +26.5% | -31.4% | -12.7% |
| 1Y | -0.6% | +24.5% | -25.1% | -8.3% |
| 3Y | -47.4% | +52.4% | -99.8% | -55.4% |
| 5Y | -36.0% | -1.5% | -34.5% | -38.0% |
| 10Y | +27.1% | +216.0% | -188.8% | -20.1% |
| All | +654.9% | +3,095.3% | -2,440.4% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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