-59.2%
FISV vs NVD
-99.2%
+40.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -4.3% |
| 7D | -6.4% | +0.5% | -6.9% | -6.4% |
| 30D | -6.8% | -9.3% | +2.4% | -7.0% |
| 3M | -10.0% | -22.1% | +12.1% | -10.3% |
| 6M | -20.6% | -45.8% | +25.2% | -21.8% |
| YTD | -27.6% | -46.7% | +19.1% | -28.5% |
| 1Y | -64.3% | -59.5% | -4.9% | -65.2% |
| 3Y | -60.0% | -99.2% | +39.2% | -68.3% |
| All | -59.2% | -99.2% | +40.0% | -67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling