-3.7%
FISV vs GFI
+6.9%
-10.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.3% | -0.1% | +6.5% |
| 7D | +29.6% | +1.4% | +28.2% | +29.6% |
| 30D | +34.5% | +3.0% | +31.5% | +34.6% |
| 3M | +11.2% | +10.2% | +1.1% | +12.4% |
| 6M | -1.2% | -10.1% | +8.9% | -0.7% |
| YTD | -7.6% | -11.4% | +3.8% | -9.0% |
| 1Y | -3.7% | +8.4% | -12.1% | -6.2% |
| All | -3.7% | +6.9% | -10.7% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling