-53.1%
FISV vs GPN
-44.5%
-8.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | -4.3% | +1.6% | -0.4% |
| 30D | 0.0% | 0.0% | 0.0% | +0.2% |
| 3M | -2.8% | +35.8% | -38.6% | -16.6% |
| 6M | -11.8% | +22.0% | -33.8% | -20.6% |
| YTD | -23.2% | +15.2% | -38.4% | -29.3% |
| 1Y | -62.0% | +3.5% | -65.5% | -62.2% |
| 3Y | -57.6% | -26.9% | -30.7% | -52.1% |
| All | -53.1% | -44.5% | -8.6% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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