-62.0%
FISV vs LOW
-25.0%
-37.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | -2.7% | -3.7% | +1.1% | -1.0% |
| 30D | 0.0% | -8.9% | +8.9% | +4.2% |
| 3M | -2.8% | -10.4% | +7.6% | +1.8% |
| 6M | -11.8% | -19.4% | +7.6% | -3.5% |
| YTD | -23.2% | -17.1% | -6.1% | -22.6% |
| 1Y | -62.0% | -26.3% | -35.7% | -53.4% |
| All | -62.0% | -25.0% | -37.0% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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