+10,678.2%
FISV vs FDX
+4,120.9%
+6,557.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.2% |
| 7D | -1.6% | -3.3% | +1.7% | -0.5% |
| 30D | -3.0% | -1.4% | -1.6% | -2.5% |
| 3M | -3.5% | -4.5% | +1.0% | -2.5% |
| 6M | -19.4% | +9.4% | -28.8% | -22.2% |
| YTD | -24.3% | +36.0% | -60.3% | -32.0% |
| 1Y | -62.4% | +75.5% | -137.9% | -68.9% |
| 3Y | -58.2% | +62.8% | -121.0% | -65.7% |
| 5Y | -56.5% | +64.4% | -120.9% | -65.5% |
| 10Y | -0.5% | +175.5% | -176.0% | -37.4% |
| All | +10,678.2% | +4,120.9% | +6,557.3% | +3,430.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling