-3.7%
FISV vs NTRS
+43.5%
-47.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.1% | +5.2% |
| 7D | +29.6% | +3.6% | +26.1% | +28.2% |
| 30D | +34.5% | +4.3% | +30.2% | +32.7% |
| 3M | +11.2% | -1.9% | +13.2% | +11.7% |
| 6M | -1.2% | +11.4% | -12.7% | -5.3% |
| YTD | -7.6% | +32.3% | -39.9% | -18.4% |
| 1Y | -3.7% | +42.5% | -46.3% | -17.2% |
| All | -3.7% | +43.5% | -47.2% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling