-0.5%
FISV vs FN
+882.3%
-882.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.2% | -4.3% |
| 7D | -1.6% | +3.5% | -5.1% | -2.0% |
| 30D | -3.0% | -26.0% | +23.0% | 0.0% |
| 3M | -3.5% | -33.3% | +29.7% | -0.2% |
| 6M | -19.4% | -14.9% | -4.5% | -20.6% |
| YTD | -24.3% | -8.6% | -15.7% | -27.0% |
| 1Y | -62.4% | +12.3% | -74.7% | -65.3% |
| 3Y | -58.2% | +174.4% | -232.6% | -69.3% |
| 5Y | -56.5% | +296.4% | -352.9% | -71.7% |
| 10Y | -0.5% | +890.0% | -890.6% | -46.4% |
| All | -0.5% | +882.3% | -882.9% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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