-61.1%
FISV vs GIS
-18.7%
-42.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.5% |
| 7D | -0.3% | -7.8% | +7.5% | +3.0% |
| 30D | -2.1% | +6.6% | -8.6% | -4.8% |
| 3M | -5.7% | +21.0% | -26.7% | -12.8% |
| 6M | -15.3% | -9.1% | -6.3% | -12.4% |
| YTD | -21.1% | -13.6% | -7.5% | -17.9% |
| 1Y | -61.1% | -18.0% | -43.1% | -56.1% |
| All | -61.1% | -18.7% | -42.4% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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