-57.7%
FISV vs GPC
+30.9%
-88.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.6% |
| 7D | -6.4% | -0.6% | -5.8% | -6.2% |
| 30D | -6.8% | +1.3% | -8.1% | -7.1% |
| 3M | -10.0% | +37.1% | -47.1% | -17.3% |
| 6M | -20.6% | +23.2% | -43.8% | -25.1% |
| YTD | -27.6% | +13.1% | -40.6% | -31.2% |
| 1Y | -64.3% | +0.9% | -65.2% | -64.8% |
| 3Y | -60.0% | -0.8% | -59.2% | -61.5% |
| 5Y | -57.7% | +31.1% | -88.8% | -65.9% |
| All | -57.7% | +30.9% | -88.6% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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