+2.0%
FISV vs NI
+143.3%
-141.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | 0.0% | -1.4% | +1.4% | +0.6% |
| 3M | -2.8% | -10.6% | +7.8% | +2.1% |
| 6M | -11.8% | -9.3% | -2.5% | -8.4% |
| YTD | -23.2% | +1.1% | -24.4% | -24.4% |
| 1Y | -62.0% | +3.4% | -65.4% | -62.7% |
| 3Y | -57.6% | +67.9% | -125.5% | -67.1% |
| 5Y | -53.4% | +98.0% | -151.4% | -67.1% |
| All | +2.0% | +143.3% | -141.3% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling