-62.0%
FISV vs LEN
-41.0%
-21.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.8% |
| 7D | -2.7% | -4.8% | +2.1% | -1.4% |
| 30D | 0.0% | -6.6% | +6.6% | +1.8% |
| 3M | -2.8% | -15.7% | +12.9% | +1.0% |
| 6M | -11.8% | -16.6% | +4.8% | -8.0% |
| YTD | -23.2% | -21.3% | -1.9% | -20.8% |
| 1Y | -62.0% | -42.0% | -20.0% | -52.7% |
| All | -62.0% | -41.0% | -21.0% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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