-20.6%
FISV vs NI
-8.7%
-12.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.4% |
| 7D | -6.4% | +1.3% | -7.7% | -6.4% |
| 30D | -6.8% | -0.3% | -6.6% | -6.8% |
| 3M | -10.0% | -9.5% | -0.5% | -9.6% |
| 6M | -20.6% | -10.2% | -10.4% | -20.4% |
| All | -20.6% | -8.7% | -12.0% | -20.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling