-59.8%
FISV vs FND
-50.8%
-9.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | -7.2% | -5.1% | -2.1% | -6.3% |
| 30D | -7.2% | -22.5% | +15.3% | -2.7% |
| 3M | -8.2% | -5.0% | -3.2% | -7.9% |
| 6M | -17.7% | -21.5% | +3.8% | -14.7% |
| YTD | -27.2% | -23.0% | -4.1% | -24.5% |
| 1Y | -63.0% | -44.9% | -18.1% | -59.3% |
| All | -59.8% | -50.8% | -9.0% | -55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling