-37.4%
FISV vs GEN
+33.3%
-70.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.0% |
| 7D | +1.4% | +2.0% | -0.6% | +0.8% |
| 30D | +38.4% | +27.7% | +10.7% | +28.1% |
| 3M | +14.9% | +3.3% | +11.7% | +13.1% |
| 6M | +21.8% | +31.8% | -10.0% | +11.0% |
| YTD | -5.0% | +13.5% | -18.5% | -10.0% |
| 1Y | -1.2% | +16.0% | -17.2% | -6.9% |
| 3Y | -47.5% | +70.6% | -118.1% | -54.9% |
| All | -37.4% | +33.3% | -70.7% | -45.5% |
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