-57.6%
FISV vs INDA
+7.9%
-65.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.5% | +5.1% |
| 7D | -2.7% | -2.7% | 0.0% | -1.7% |
| 30D | 0.0% | -2.8% | +2.8% | +1.1% |
| 3M | -2.8% | +1.6% | -4.4% | -3.4% |
| 6M | -11.8% | -1.4% | -10.4% | -11.6% |
| YTD | -23.2% | -10.1% | -13.1% | -20.4% |
| 1Y | -62.0% | -8.8% | -53.2% | -60.8% |
| 3Y | -57.6% | +7.6% | -65.2% | -60.9% |
| All | -57.6% | +7.9% | -65.5% | -60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling