-47.5%
FISV vs GEN
+67.9%
-115.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +2.9% |
| 7D | +1.4% | +2.0% | -0.6% | +0.7% |
| 30D | +38.4% | +27.7% | +10.7% | +26.7% |
| 3M | +14.9% | +3.3% | +11.7% | +13.2% |
| 6M | +21.8% | +31.8% | -10.0% | +9.4% |
| YTD | -5.0% | +13.5% | -18.5% | -10.4% |
| 1Y | -1.2% | +16.0% | -17.2% | -7.4% |
| 3Y | -47.5% | +70.6% | -118.1% | -51.1% |
| All | -47.5% | +67.9% | -115.4% | -51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling