+13,416.2%
FISV vs FDX
+4,272.5%
+9,143.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.2% |
| 7D | +1.4% | +5.2% | -3.8% | -0.1% |
| 30D | +38.4% | +11.3% | +27.2% | +34.0% |
| 3M | +14.9% | -4.1% | +19.0% | +16.4% |
| 6M | +21.8% | +9.6% | +12.1% | +17.9% |
| YTD | -5.0% | +40.9% | -45.9% | -15.7% |
| 1Y | -1.2% | +53.0% | -54.2% | -14.5% |
| 3Y | -47.5% | +74.1% | -121.6% | -57.8% |
| 5Y | -36.7% | +75.1% | -111.8% | -50.7% |
| 10Y | +26.9% | +156.9% | -130.1% | -18.3% |
| All | +13,416.2% | +4,272.5% | +9,143.7% | +4,278.1% |
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