-58.2%
FISV vs JD
-6.1%
-52.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -2.0% | -3.9% |
| 7D | -1.6% | -0.8% | -0.8% | -1.5% |
| 30D | -3.0% | -16.0% | +13.1% | -1.5% |
| 3M | -3.5% | -3.2% | -0.3% | -3.4% |
| 6M | -19.4% | +6.1% | -25.5% | -20.3% |
| YTD | -24.3% | -0.1% | -24.2% | -24.7% |
| 1Y | -62.4% | -12.7% | -49.7% | -62.1% |
| 3Y | -58.2% | -6.3% | -51.9% | -57.5% |
| All | -58.2% | -6.1% | -52.0% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling