-61.1%
FISV vs FND
-36.4%
-24.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.1% |
| 7D | -0.3% | -5.2% | +4.9% | +1.0% |
| 30D | -2.1% | -19.9% | +17.8% | +3.6% |
| 3M | -5.7% | +2.7% | -8.5% | -7.9% |
| 6M | -15.3% | -21.7% | +6.3% | -8.3% |
| YTD | -21.1% | -17.5% | -3.6% | -19.6% |
| 1Y | -61.1% | -39.3% | -21.8% | -51.6% |
| All | -61.1% | -36.4% | -24.7% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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