-3.7%
FISV vs NDAQ
+28.8%
-32.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.7% | +4.8% |
| 7D | +29.6% | +3.9% | +25.7% | +26.8% |
| 30D | +34.5% | +19.0% | +15.5% | +21.8% |
| 3M | +11.2% | +17.6% | -6.3% | +1.4% |
| 6M | -1.2% | +21.0% | -22.2% | -11.7% |
| YTD | -7.6% | +14.1% | -21.7% | -15.0% |
| 1Y | -3.7% | +29.4% | -33.2% | -10.5% |
| All | -3.7% | +28.8% | -32.5% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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