-60.0%
FISV vs GEN
+57.6%
-117.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.2% | -4.3% |
| 7D | -6.4% | -2.9% | -3.5% | -5.3% |
| 30D | -6.8% | +2.1% | -8.9% | -7.5% |
| 3M | -10.0% | +19.7% | -29.7% | -15.8% |
| 6M | -20.6% | +33.3% | -53.9% | -29.0% |
| YTD | -27.6% | +11.1% | -38.7% | -30.9% |
| 1Y | -64.3% | +3.0% | -67.3% | -65.1% |
| All | -60.0% | +57.6% | -117.7% | -64.9% |
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