-47.5%
FISV vs NDAQ
+117.7%
-165.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.8% |
| 7D | +1.4% | +1.3% | +0.2% | +0.7% |
| 30D | +38.4% | +18.0% | +20.5% | +25.4% |
| 3M | +14.9% | +11.5% | +3.4% | +7.4% |
| 6M | +21.8% | +21.1% | +0.7% | +8.0% |
| YTD | -5.0% | +12.8% | -17.9% | -12.4% |
| 1Y | -1.2% | +25.7% | -26.9% | -14.7% |
| 3Y | -47.5% | +116.8% | -164.3% | -59.7% |
| All | -47.5% | +117.7% | -165.2% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling