-3.7%
FISV vs GEN
+20.2%
-23.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.0% | +2.3% | +4.8% |
| 7D | +29.6% | +26.9% | +2.8% | +18.7% |
| 30D | +34.5% | +38.6% | -4.2% | +19.0% |
| 3M | +11.2% | +9.7% | +1.5% | +7.7% |
| 6M | -1.2% | +58.9% | -60.1% | -19.5% |
| YTD | -7.6% | +15.3% | -23.0% | -5.9% |
| 1Y | -3.7% | +21.8% | -25.5% | -6.0% |
| All | -3.7% | +20.2% | -23.9% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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