-62.0%
FISV vs FND
-45.3%
-16.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +5.1% |
| 7D | -2.7% | -5.8% | +3.1% | -1.1% |
| 30D | 0.0% | -20.2% | +20.2% | +6.1% |
| 3M | -2.8% | -12.0% | +9.2% | -0.4% |
| 6M | -11.8% | -18.5% | +6.7% | -6.8% |
| YTD | -23.2% | -22.3% | -1.0% | -20.9% |
| 1Y | -62.0% | -47.6% | -14.3% | -49.4% |
| All | -62.0% | -45.3% | -16.7% | -49.4% |
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