-63.0%
FISV vs FE
+11.5%
-74.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -7.2% | -1.7% | -5.5% | -7.2% |
| 30D | -7.2% | -1.3% | -5.9% | -7.2% |
| 3M | -8.2% | +0.6% | -8.8% | -8.2% |
| 6M | -17.7% | -6.8% | -10.8% | -18.4% |
| YTD | -27.2% | +6.4% | -33.6% | -30.4% |
| 1Y | -63.0% | +11.3% | -74.2% | -65.4% |
| All | -63.0% | +11.5% | -74.5% | -65.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling