-61.1%
FISV vs FOXA
+9.1%
-70.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +1.6% |
| 7D | -0.3% | -4.0% | +3.6% | +0.9% |
| 30D | -2.1% | +12.0% | -14.0% | -5.9% |
| 3M | -5.7% | +0.3% | -6.0% | -6.7% |
| 6M | -15.3% | +12.5% | -27.8% | -18.1% |
| YTD | -21.1% | -9.6% | -11.5% | -21.3% |
| 1Y | -61.1% | +8.6% | -69.7% | -61.9% |
| All | -61.1% | +9.1% | -70.2% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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