-55.8%
FISV vs GEN
+21.4%
-77.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | -7.2% | -4.4% | -2.8% | -5.8% |
| 30D | -7.2% | +3.7% | -10.9% | -8.2% |
| 3M | -8.2% | +22.2% | -30.4% | -13.9% |
| 6M | -17.7% | +38.9% | -56.6% | -26.3% |
| YTD | -27.2% | +11.9% | -39.0% | -30.3% |
| 1Y | -63.0% | +4.5% | -67.5% | -63.8% |
| 3Y | -59.8% | +59.0% | -118.7% | -64.8% |
| 5Y | -55.8% | +22.0% | -77.8% | -59.5% |
| All | -55.8% | +21.4% | -77.2% | -59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling