-3.7%
FISV vs IT
-17.9%
+14.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.8% | +5.8% |
| 7D | +29.6% | -5.5% | +35.1% | +30.3% |
| 30D | +34.5% | +10.3% | +24.1% | +27.5% |
| 3M | +11.2% | +11.5% | -0.3% | +4.4% |
| 6M | -1.2% | +40.3% | -41.5% | -16.5% |
| YTD | -7.6% | -17.9% | +10.3% | -3.9% |
| 1Y | -3.7% | -8.8% | +5.1% | -4.2% |
| All | -3.7% | -17.9% | +14.2% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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