-63.0%
FISV vs JD
-17.4%
-45.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -7.2% | -2.6% | -4.6% | -6.9% |
| 30D | -7.2% | -15.4% | +8.2% | -5.6% |
| 3M | -8.2% | -5.0% | -3.1% | -8.3% |
| 6M | -17.7% | +0.9% | -18.6% | -20.3% |
| YTD | -27.2% | -2.5% | -24.7% | -28.7% |
| 1Y | -63.0% | -16.0% | -47.0% | -62.1% |
| All | -63.0% | -17.4% | -45.6% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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