-3.7%
FISV vs NVD
-27.4%
+23.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.5% | -0.2% | +6.1% |
| 7D | +29.6% | +15.0% | +14.7% | +29.0% |
| 30D | +34.5% | +39.3% | -4.8% | +33.4% |
| 3M | +11.2% | +3.1% | +8.1% | +10.9% |
| 6M | -1.2% | -19.0% | +17.8% | -1.9% |
| YTD | -7.6% | -35.5% | +27.9% | -10.0% |
| 1Y | -3.7% | -30.2% | +26.5% | -4.7% |
| All | -3.7% | -27.4% | +23.6% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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