-58.0%
FISV vs NXT
+168.4%
-226.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.5% |
| 7D | -7.2% | -2.6% | -4.6% | -7.3% |
| 30D | -7.2% | -22.4% | +15.2% | -7.8% |
| 3M | -8.2% | -27.3% | +19.2% | -8.8% |
| 6M | -17.7% | -28.5% | +10.8% | -18.2% |
| YTD | -27.2% | -6.6% | -20.5% | -27.3% |
| 1Y | -63.0% | +20.4% | -83.3% | -63.2% |
| 3Y | -59.8% | +90.9% | -150.7% | -61.5% |
| All | -58.0% | +168.4% | -226.4% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling