+419.2%
FISV vs HDB
+3,812.1%
-3,392.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.3% | +0.4% | -0.8% | -0.5% |
| 30D | -2.1% | -2.8% | +0.8% | -1.3% |
| 3M | -5.7% | -3.5% | -2.2% | -5.2% |
| 6M | -15.3% | -24.7% | +9.4% | -9.2% |
| YTD | -21.1% | -36.6% | +15.5% | -11.6% |
| 1Y | -61.1% | -34.4% | -26.7% | -56.8% |
| 3Y | -56.8% | -24.4% | -32.5% | -54.7% |
| 5Y | -54.2% | -35.4% | -18.8% | -50.4% |
| 10Y | +1.6% | +39.5% | -38.0% | -13.3% |
| All | +419.2% | +3,812.1% | -3,392.9% | +129.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling