-62.0%
FISV vs NDAQ
-2.5%
-59.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.9% | +6.3% | +6.0% |
| 7D | -2.7% | -5.9% | +3.2% | +1.6% |
| 30D | 0.0% | -4.7% | +4.7% | +3.5% |
| 3M | -2.8% | +5.5% | -8.3% | -7.4% |
| 6M | -11.8% | +7.4% | -19.2% | -17.2% |
| YTD | -23.2% | -5.5% | -17.7% | -19.4% |
| 1Y | -62.0% | -3.7% | -58.3% | -63.6% |
| All | -62.0% | -2.5% | -59.5% | -63.6% |
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