+11,131.7%
FISV vs GEN
+8,838.9%
+2,292.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.9% |
| 7D | -0.3% | -1.2% | +0.9% | -0.1% |
| 30D | -2.1% | +10.1% | -12.2% | -3.7% |
| 3M | -5.7% | +16.1% | -21.8% | -8.1% |
| 6M | -15.3% | +38.9% | -54.2% | -20.2% |
| YTD | -21.1% | +14.4% | -35.5% | -23.1% |
| 1Y | -61.1% | +5.9% | -66.9% | -61.4% |
| 3Y | -56.8% | +58.8% | -115.6% | -60.4% |
| 5Y | -54.2% | +24.7% | -78.8% | -56.7% |
| 10Y | +1.6% | +163.1% | -161.5% | -18.3% |
| All | +11,131.7% | +8,838.9% | +2,292.8% | +5,097.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling