+10,269.2%
FISV vs GIS
+1,410.0%
+8,859.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +1.6% |
| 7D | -7.2% | -8.4% | +1.2% | -4.5% |
| 30D | -7.2% | -5.2% | -2.0% | -5.6% |
| 3M | -8.2% | +8.2% | -16.3% | -10.7% |
| 6M | -17.7% | -12.0% | -5.7% | -14.5% |
| YTD | -27.2% | -18.9% | -8.3% | -22.7% |
| 1Y | -63.0% | -23.6% | -39.4% | -59.7% |
| 3Y | -59.8% | -37.6% | -22.2% | -53.9% |
| 5Y | -55.8% | -25.2% | -30.6% | -53.1% |
| 10Y | -2.4% | -19.3% | +16.9% | -2.2% |
| All | +10,269.2% | +1,410.0% | +8,859.2% | +4,774.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling