-3.3%
FISV vs GEN
+157.3%
-160.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | -7.2% | -4.3% | -2.9% | -6.1% |
| 30D | -7.2% | +3.8% | -11.0% | -8.0% |
| 3M | -8.2% | +22.3% | -30.4% | -12.7% |
| 6M | -17.7% | +39.0% | -56.6% | -24.6% |
| YTD | -27.2% | +11.9% | -39.1% | -29.6% |
| 1Y | -63.0% | +4.5% | -67.5% | -63.5% |
| 3Y | -59.8% | +59.0% | -118.8% | -64.2% |
| 5Y | -55.8% | +22.0% | -77.8% | -59.1% |
| All | -3.3% | +157.3% | -160.6% | -27.3% |
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