-56.5%
FISV vs HAS
+10.2%
-66.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.6% |
| 7D | -1.6% | -3.1% | +1.5% | -1.0% |
| 30D | -3.0% | -2.7% | -0.2% | -2.4% |
| 3M | -3.5% | +8.9% | -12.4% | -5.2% |
| 6M | -19.4% | -2.9% | -16.5% | -19.3% |
| YTD | -24.3% | +12.6% | -36.9% | -26.3% |
| 1Y | -62.4% | +17.5% | -79.9% | -63.7% |
| 3Y | -58.2% | +46.2% | -104.4% | -61.5% |
| 5Y | -56.5% | +12.6% | -69.1% | -54.5% |
| All | -56.5% | +10.2% | -66.7% | -54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling