+535.6%
FISV vs GPN
+2,494.6%
-1,959.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.2% |
| 7D | -7.2% | -3.5% | -3.7% | -5.7% |
| 30D | -7.2% | +3.1% | -10.3% | -8.4% |
| 3M | -8.2% | +42.3% | -50.5% | -21.2% |
| 6M | -17.7% | +20.9% | -38.6% | -24.5% |
| YTD | -27.2% | +15.2% | -42.4% | -32.2% |
| 1Y | -63.0% | +5.4% | -68.4% | -63.5% |
| 3Y | -59.8% | -27.4% | -32.4% | -55.2% |
| 5Y | -55.8% | -44.2% | -11.6% | -46.3% |
| 10Y | -2.4% | +27.4% | -29.8% | -12.0% |
| All | +535.6% | +2,494.6% | -1,959.0% | +163.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling