+26.9%
FISV vs IP
+24.7%
+2.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +8.4% | 0.0% | +8.4% | +8.4% |
| 30D | +38.8% | +9.4% | +29.4% | +33.9% |
| 3M | +21.3% | -14.1% | +35.3% | +27.4% |
| 6M | +14.1% | +9.2% | +5.0% | +8.7% |
| YTD | -5.7% | -7.5% | +1.8% | -5.8% |
| 1Y | -0.8% | -2.8% | +2.0% | -3.0% |
| 3Y | -47.9% | +21.2% | -69.1% | -54.5% |
| 5Y | -36.8% | -11.5% | -25.4% | -38.3% |
| 10Y | +26.9% | +23.7% | +3.2% | 0.0% |
| All | +26.9% | +24.7% | +2.2% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling