+13,225.4%
FISV vs GD
+19,982.5%
-6,757.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.5% |
| 7D | +25.7% | -5.0% | +30.7% | +27.9% |
| 30D | +38.8% | +8.9% | +29.9% | +34.5% |
| 3M | +16.2% | -8.0% | +24.3% | +19.5% |
| 6M | +12.1% | +2.9% | +9.2% | +10.6% |
| YTD | -6.4% | +7.1% | -13.5% | -9.4% |
| 1Y | +2.0% | +5.9% | -3.9% | -0.9% |
| 3Y | -47.4% | +53.9% | -101.3% | -55.9% |
| 5Y | -37.3% | +95.4% | -132.8% | -52.1% |
| 10Y | +28.4% | +193.5% | -165.1% | -15.9% |
| All | +13,225.4% | +19,982.5% | -6,757.0% | +4,558.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 all: compounded portfolio wealth divided by compounded GD 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…
all analysis · Full analysis span regression · 6 months rolling