+27.4%
FISV vs FE
+126.1%
-98.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.3% |
| 7D | +1.4% | +1.2% | +0.2% | +1.0% |
| 30D | +38.4% | +4.5% | +33.9% | +36.1% |
| 3M | +14.9% | +1.3% | +13.6% | +14.2% |
| 6M | +21.8% | +8.7% | +13.1% | +17.5% |
| YTD | -5.0% | +9.2% | -14.3% | -8.9% |
| 1Y | -1.2% | +7.0% | -8.1% | -4.5% |
| 3Y | -47.5% | +51.4% | -98.9% | -56.6% |
| 5Y | -36.7% | +47.7% | -84.4% | -47.8% |
| All | +27.4% | +126.1% | -98.7% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling