-59.8%
FISV vs LEN
-28.8%
-30.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.3% |
| 7D | -7.2% | -7.8% | +0.5% | -5.6% |
| 30D | -7.2% | -11.0% | +3.8% | -4.8% |
| 3M | -8.2% | -12.8% | +4.6% | -5.7% |
| 6M | -17.7% | -20.2% | +2.5% | -14.1% |
| YTD | -27.2% | -23.0% | -4.1% | -23.8% |
| 1Y | -63.0% | -41.8% | -21.2% | -58.6% |
| All | -59.8% | -28.8% | -30.9% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling