+475.8%
FISV vs NDAQ
+2,281.8%
-1,806.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -3.5% |
| 7D | -1.6% | -2.6% | +1.0% | -0.8% |
| 30D | -3.0% | +0.5% | -3.4% | -3.1% |
| 3M | -3.5% | +9.9% | -13.4% | -6.3% |
| 6M | -19.4% | +8.2% | -27.6% | -21.2% |
| YTD | -24.3% | -1.5% | -22.8% | -24.0% |
| 1Y | -62.4% | +1.3% | -63.7% | -62.4% |
| 3Y | -58.2% | +92.6% | -150.8% | -65.2% |
| 5Y | -56.5% | +53.8% | -110.4% | -61.8% |
| 10Y | -0.5% | +376.0% | -376.5% | -34.1% |
| All | +475.8% | +2,281.8% | -1,806.0% | +197.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling