-70.8%
FISV vs GLXY
+7.0%
-77.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.0% | +2.7% | -4.1% |
| 7D | -6.4% | +4.5% | -10.9% | -6.6% |
| 30D | -6.8% | +28.8% | -35.7% | -7.7% |
| 3M | -10.0% | -23.0% | +13.1% | -8.8% |
| 6M | -20.6% | +17.0% | -37.6% | -22.5% |
| YTD | -27.6% | +12.5% | -40.0% | -29.5% |
| 1Y | -64.3% | -5.4% | -59.0% | -64.2% |
| All | -70.8% | +7.0% | -77.8% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling