-53.1%
FISV vs INDA
+5.7%
-58.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.5% | +4.9% |
| 7D | -2.7% | -2.7% | 0.0% | -1.2% |
| 30D | 0.0% | -2.8% | +2.8% | +1.6% |
| 3M | -2.8% | +1.6% | -4.4% | -3.8% |
| 6M | -11.8% | -1.4% | -10.4% | -11.4% |
| YTD | -23.2% | -10.1% | -13.1% | -18.7% |
| 1Y | -62.0% | -8.8% | -53.2% | -60.2% |
| 3Y | -57.6% | +7.6% | -65.2% | -61.2% |
| All | -53.1% | +5.7% | -58.8% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling