+27.4%
FISV vs GEN
+152.9%
-125.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.1% |
| 7D | +1.4% | +2.0% | -0.6% | +0.9% |
| 30D | +38.4% | +27.7% | +10.7% | +29.8% |
| 3M | +14.9% | +3.3% | +11.7% | +13.3% |
| 6M | +21.8% | +31.8% | -10.0% | +12.9% |
| YTD | -5.0% | +13.5% | -18.5% | -9.2% |
| 1Y | -1.2% | +16.0% | -17.2% | -5.9% |
| 3Y | -47.5% | +70.6% | -118.1% | -54.2% |
| 5Y | -36.7% | +32.1% | -68.9% | -42.9% |
| All | +27.4% | +152.9% | -125.5% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling