-18.7%
FISV vs INFQ
-7.9%
-10.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.2% | +4.2% | +5.4% |
| 7D | -2.7% | +2.1% | -4.8% | -2.6% |
| 30D | 0.0% | +6.1% | -6.1% | +0.2% |
| 3M | -2.8% | -7.1% | +4.3% | -2.2% |
| 6M | -11.8% | +14.8% | -26.6% | -13.5% |
| All | -18.7% | -7.9% | -10.8% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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