-62.0%
FISV vs NXT
+23.4%
-85.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.9% | +3.5% | +5.6% |
| 7D | -2.7% | -1.9% | -0.8% | -2.9% |
| 30D | 0.0% | -20.0% | +20.1% | -2.4% |
| 3M | -2.8% | -30.7% | +28.0% | -6.2% |
| 6M | -11.8% | -29.0% | +17.1% | -13.6% |
| YTD | -23.2% | -4.8% | -18.4% | -20.2% |
| 1Y | -62.0% | +22.8% | -84.8% | -59.0% |
| All | -62.0% | +23.4% | -85.4% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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