+13,416.2%
FISV vs GEN
+8,765.9%
+4,650.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.3% |
| 7D | +1.4% | +2.0% | -0.6% | +1.1% |
| 30D | +38.4% | +27.7% | +10.7% | +32.5% |
| 3M | +14.9% | +3.3% | +11.7% | +13.8% |
| 6M | +21.8% | +31.8% | -10.0% | +15.6% |
| YTD | -5.0% | +13.5% | -18.5% | -7.8% |
| 1Y | -1.2% | +16.0% | -17.2% | -4.3% |
| 3Y | -47.5% | +70.6% | -118.1% | -52.6% |
| 5Y | -36.7% | +32.1% | -68.9% | -41.1% |
| 10Y | +26.9% | +153.4% | -126.5% | +2.3% |
| All | +13,416.2% | +8,765.9% | +4,650.2% | +6,135.6% |
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