-60.0%
FISV vs HDB
-30.2%
-29.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.6% | -4.0% |
| 7D | -6.4% | -4.9% | -1.5% | -5.6% |
| 30D | -6.8% | -5.8% | -1.0% | -5.9% |
| 3M | -10.0% | -5.2% | -4.8% | -9.5% |
| 6M | -20.6% | -25.7% | +5.1% | -17.1% |
| YTD | -27.6% | -39.6% | +12.0% | -22.0% |
| 1Y | -64.3% | -36.9% | -27.4% | -61.9% |
| All | -60.0% | -30.2% | -29.8% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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