+10,209.8%
FISV vs NI
+5,127.8%
+5,082.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.1% |
| 7D | -6.4% | +1.3% | -7.7% | -6.9% |
| 30D | -6.8% | -0.3% | -6.6% | -6.8% |
| 3M | -10.0% | -9.5% | -0.5% | -6.3% |
| 6M | -20.6% | -10.2% | -10.4% | -17.4% |
| YTD | -27.6% | +1.8% | -29.3% | -28.7% |
| 1Y | -64.3% | +5.7% | -70.0% | -65.2% |
| 3Y | -60.0% | +69.6% | -129.6% | -68.3% |
| 5Y | -57.7% | +95.8% | -153.5% | -68.8% |
| 10Y | -3.0% | +145.1% | -148.1% | -36.5% |
| All | +10,209.8% | +5,127.8% | +5,082.0% | +2,078.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling