-37.4%
FISV vs IAU
+105.6%
-143.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +1.4% | -4.6% | +6.0% | +1.2% |
| 30D | +38.4% | -5.4% | +43.9% | +38.0% |
| 3M | +14.9% | -10.9% | +25.8% | +14.2% |
| 6M | +21.8% | -17.4% | +39.1% | +20.9% |
| YTD | -5.0% | -10.2% | +5.2% | -6.1% |
| 1Y | -1.2% | -7.1% | +5.9% | -2.3% |
| 3Y | -47.5% | +97.7% | -145.3% | -51.4% |
| All | -37.4% | +105.6% | -143.0% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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