-3.7%
FISV vs GNRC
+17.5%
-21.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -9.5% | +15.8% | +5.9% |
| 7D | +29.6% | -6.0% | +35.6% | +29.3% |
| 30D | +34.5% | -12.0% | +46.5% | +34.0% |
| 3M | +11.2% | -13.4% | +24.6% | +10.6% |
| 6M | -1.2% | -26.4% | +25.1% | -3.2% |
| YTD | -7.6% | +38.8% | -46.5% | -16.0% |
| 1Y | -3.7% | +20.9% | -24.6% | -11.0% |
| All | -3.7% | +17.5% | -21.3% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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