-61.1%
FISV vs LH
+20.0%
-81.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.4% |
| 7D | -0.3% | -2.5% | +2.1% | +1.3% |
| 30D | -2.1% | +4.3% | -6.4% | -4.9% |
| 3M | -5.7% | +25.5% | -31.3% | -20.3% |
| 6M | -15.3% | +17.0% | -32.3% | -24.4% |
| YTD | -21.1% | +31.3% | -52.4% | -39.3% |
| 1Y | -61.1% | +20.0% | -81.1% | -67.0% |
| All | -61.1% | +20.0% | -81.1% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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