-55.5%
FISV vs GRAB
-74.3%
+18.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.3% | +4.1% | +5.3% |
| 7D | -2.7% | -10.8% | +8.1% | -1.9% |
| 30D | 0.0% | -15.5% | +15.6% | +1.2% |
| 3M | -2.8% | -9.0% | +6.2% | -2.2% |
| 6M | -11.8% | -21.6% | +9.8% | -10.5% |
| YTD | -23.2% | -38.9% | +15.7% | -20.9% |
| 1Y | -62.0% | -44.8% | -17.1% | -60.7% |
| 3Y | -57.6% | -18.4% | -39.2% | -57.6% |
| 5Y | -53.4% | -71.6% | +18.2% | -55.0% |
| All | -55.5% | -74.3% | +18.9% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling