-49.4%
FISV vs HAS
+214.9%
-264.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.7% | -3.5% |
| 7D | -2.0% | +1.6% | -3.6% | -2.2% |
| 30D | +31.8% | +26.6% | +5.2% | +27.5% |
| 3M | +19.3% | +29.0% | -9.7% | +15.1% |
| 6M | +12.1% | +30.6% | -18.5% | +7.8% |
| YTD | -8.4% | +51.5% | -60.0% | -13.2% |
| 1Y | -4.5% | +58.5% | -62.9% | -9.8% |
| All | -49.4% | +214.9% | -264.3% | -54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling