+12,933.0%
FISV vs FDX
+4,207.2%
+8,725.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.4% |
| 7D | -2.0% | +0.8% | -2.8% | -2.2% |
| 30D | +31.8% | +9.9% | +21.9% | +28.0% |
| 3M | +19.3% | -1.9% | +21.2% | +20.0% |
| 6M | +12.1% | +6.1% | +6.0% | +9.6% |
| YTD | -8.4% | +38.8% | -47.2% | -18.3% |
| 1Y | -4.5% | +50.0% | -54.5% | -16.9% |
| 3Y | -49.4% | +71.0% | -120.4% | -59.1% |
| 5Y | -39.0% | +72.5% | -111.5% | -52.3% |
| 10Y | +22.3% | +153.1% | -130.8% | -20.9% |
| All | +12,933.0% | +4,207.2% | +8,725.8% | +4,140.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling