-47.5%
FISV vs NXT
+175.5%
-223.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.7% |
| 7D | +1.4% | -9.4% | +10.8% | +1.1% |
| 30D | +38.4% | +15.1% | +23.3% | +39.3% |
| 3M | +14.9% | -9.1% | +24.0% | +14.4% |
| 6M | +21.8% | -30.3% | +52.1% | +20.3% |
| YTD | -5.0% | +9.1% | -14.1% | -4.1% |
| 1Y | -1.2% | +7.9% | -9.0% | -0.2% |
| 3Y | -47.5% | +176.5% | -224.0% | -47.1% |
| All | -47.5% | +175.5% | -223.1% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling