-61.1%
FISV vs FDX
+80.8%
-141.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -0.3% | -2.5% | +2.2% | -0.1% |
| 30D | -2.1% | +3.8% | -5.8% | -2.2% |
| 3M | -5.7% | -1.3% | -4.4% | -5.6% |
| 6M | -15.3% | +5.0% | -20.4% | -16.4% |
| YTD | -21.1% | +39.6% | -60.7% | -27.6% |
| 1Y | -61.1% | +81.1% | -142.2% | -67.2% |
| All | -61.1% | +80.8% | -141.9% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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