-56.7%
FISV vs NVD
-99.1%
+42.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.2% | +5.4% |
| 7D | -2.7% | +10.8% | -13.5% | -2.4% |
| 30D | 0.0% | +0.8% | -0.7% | +0.1% |
| 3M | -2.8% | -20.8% | +18.0% | -3.2% |
| 6M | -11.8% | -41.2% | +29.3% | -12.9% |
| YTD | -23.2% | -44.2% | +21.0% | -24.2% |
| 1Y | -62.0% | -54.2% | -7.8% | -62.7% |
| 3Y | -57.6% | -99.1% | +41.5% | -66.4% |
| All | -56.7% | -99.1% | +42.4% | -65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling