-57.6%
FISV vs FRSH
-46.4%
-11.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | -6.6% | +3.9% | -1.2% |
| 30D | 0.0% | +2.1% | -2.1% | -0.4% |
| 3M | -2.8% | +29.0% | -31.7% | -7.8% |
| 6M | -11.8% | +48.6% | -60.5% | -18.6% |
| YTD | -23.2% | -2.9% | -20.3% | -24.4% |
| 1Y | -62.0% | -7.9% | -54.1% | -62.4% |
| 3Y | -57.6% | -46.5% | -11.1% | -56.5% |
| All | -57.6% | -46.4% | -11.2% | -56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling