-55.8%
FISV vs HDB
-38.6%
-17.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.9% |
| 7D | -7.2% | -6.2% | -1.0% | -5.6% |
| 30D | -7.2% | -6.2% | -1.0% | -5.6% |
| 3M | -8.2% | -5.9% | -2.3% | -7.2% |
| 6M | -17.7% | -25.9% | +8.2% | -11.5% |
| YTD | -27.2% | -40.2% | +13.1% | -17.2% |
| 1Y | -63.0% | -38.0% | -25.0% | -58.4% |
| 3Y | -59.8% | -30.5% | -29.3% | -56.9% |
| 5Y | -55.8% | -38.1% | -17.7% | -50.9% |
| All | -55.8% | -38.6% | -17.2% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling