-3.7%
FISV vs HAS
+66.3%
-70.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.2% | +5.5% |
| 7D | +29.6% | +2.4% | +27.2% | +28.8% |
| 30D | +34.5% | +31.6% | +2.9% | +25.3% |
| 3M | +11.2% | +33.9% | -22.6% | +3.4% |
| 6M | -1.2% | +31.4% | -32.6% | -8.0% |
| YTD | -7.6% | +51.6% | -59.3% | -17.1% |
| 1Y | -3.7% | +65.2% | -68.9% | -17.2% |
| All | -3.7% | +66.3% | -70.0% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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