-57.6%
FISV vs HLT
+99.0%
-156.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | -1.6% | -1.1% | -2.0% |
| 30D | 0.0% | -5.0% | +5.1% | +2.2% |
| 3M | -2.8% | -10.4% | +7.6% | +1.7% |
| 6M | -11.8% | +3.2% | -15.1% | -14.2% |
| YTD | -23.2% | +6.7% | -30.0% | -26.4% |
| 1Y | -62.0% | +10.3% | -72.3% | -64.2% |
| 3Y | -57.6% | +99.3% | -156.9% | -68.7% |
| All | -57.6% | +99.0% | -156.6% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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