+10,678.2%
FISV vs JCI
+2,355.5%
+8,322.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.3% |
| 7D | -1.6% | +5.1% | -6.7% | -2.8% |
| 30D | -3.0% | -3.8% | +0.9% | -2.1% |
| 3M | -3.5% | +1.9% | -5.4% | -4.5% |
| 6M | -19.4% | +11.2% | -30.6% | -22.3% |
| YTD | -24.3% | +22.9% | -47.2% | -29.0% |
| 1Y | -62.4% | +37.4% | -99.8% | -65.9% |
| 3Y | -58.2% | +167.8% | -226.0% | -68.2% |
| 5Y | -56.5% | +115.0% | -171.6% | -65.5% |
| 10Y | -0.5% | +325.3% | -325.8% | -34.0% |
| All | +10,678.2% | +2,355.5% | +8,322.7% | +4,252.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 all: compounded portfolio wealth divided by compounded JCI 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…
all analysis · Full analysis span regression · 6 months rolling