+500.1%
FISV vs NDAQ
+2,327.9%
-1,827.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.1% |
| 7D | -0.3% | -2.4% | +2.1% | +0.4% |
| 30D | -2.1% | +2.5% | -4.5% | -2.7% |
| 3M | -5.7% | +9.9% | -15.7% | -8.4% |
| 6M | -15.3% | +9.4% | -24.8% | -17.6% |
| YTD | -21.1% | +0.4% | -21.5% | -21.3% |
| 1Y | -61.1% | +4.0% | -65.1% | -61.4% |
| 3Y | -56.8% | +94.4% | -151.2% | -64.2% |
| 5Y | -54.2% | +56.7% | -110.9% | -59.9% |
| 10Y | +1.6% | +375.3% | -373.7% | -32.8% |
| All | +500.1% | +2,327.9% | -1,827.8% | +208.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling