-55.8%
FISV vs NDAQ
+48.4%
-104.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.8% |
| 7D | -7.2% | -6.8% | -0.4% | -3.7% |
| 30D | -7.2% | -3.2% | -4.0% | -5.6% |
| 3M | -8.2% | +6.5% | -14.6% | -11.5% |
| 6M | -17.7% | +5.7% | -23.4% | -20.3% |
| YTD | -27.2% | -4.6% | -22.5% | -25.8% |
| 1Y | -63.0% | -1.6% | -61.4% | -62.7% |
| 3Y | -59.8% | +86.4% | -146.2% | -69.9% |
| 5Y | -55.8% | +50.3% | -106.1% | -66.5% |
| All | -55.8% | +48.4% | -104.1% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling