-3.7%
FISV vs INDA
-7.3%
+3.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.7% | +3.5% | +4.8% |
| 7D | +29.6% | +6.9% | +22.7% | +25.6% |
| 30D | +34.5% | +7.4% | +27.1% | +30.1% |
| 3M | +11.2% | -1.0% | +12.2% | +11.2% |
| 6M | -1.2% | +2.9% | -4.1% | -2.8% |
| YTD | -7.6% | -7.4% | -0.2% | -5.9% |
| 1Y | -3.7% | -7.4% | +3.7% | -2.0% |
| All | -3.7% | -7.3% | +3.6% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling