-3.7%
FISV vs FRSH
+21.1%
-24.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.3% | +12.5% | +8.4% |
| 7D | +29.6% | -13.8% | +43.4% | +36.1% |
| 30D | +34.5% | +0.3% | +34.2% | +33.3% |
| 3M | +11.2% | +10.1% | +1.1% | +6.0% |
| 6M | -1.2% | +47.7% | -48.9% | -15.3% |
| YTD | -7.6% | +8.2% | -15.9% | -12.7% |
| 1Y | -3.7% | +21.4% | -25.2% | -15.0% |
| All | -3.7% | +21.1% | -24.8% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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