-61.1%
FISV vs FLEX
+102.8%
-163.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.7% |
| 7D | -0.3% | -0.9% | +0.6% | -0.5% |
| 30D | -2.1% | -10.1% | +8.1% | -3.2% |
| 3M | -5.7% | -31.3% | +25.6% | -9.0% |
| 6M | -15.3% | +71.3% | -86.6% | -11.3% |
| YTD | -21.1% | +81.2% | -102.3% | -16.1% |
| 1Y | -61.1% | +98.5% | -159.6% | -57.6% |
| All | -61.1% | +102.8% | -163.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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