-53.1%
FISV vs IAU
+139.7%
-192.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.5% |
| 7D | -2.7% | -2.0% | -0.7% | -2.8% |
| 30D | 0.0% | -1.5% | +1.6% | 0.0% |
| 3M | -2.8% | +3.3% | -6.0% | -2.4% |
| 6M | -11.8% | -16.2% | +4.4% | -12.3% |
| YTD | -23.2% | +0.7% | -23.9% | -23.4% |
| 1Y | -62.0% | +19.2% | -81.2% | -62.2% |
| 3Y | -57.6% | +124.4% | -182.0% | -59.6% |
| All | -53.1% | +139.7% | -192.8% | -56.7% |
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