-3.7%
FISV vs O
+8.1%
-11.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.0% | +3.3% | +5.1% |
| 7D | +29.6% | +5.8% | +23.8% | +27.1% |
| 30D | +34.5% | +10.7% | +23.8% | +30.1% |
| 3M | +11.2% | -4.5% | +15.8% | +12.0% |
| 6M | -1.2% | -4.1% | +2.9% | -0.5% |
| YTD | -7.6% | +9.8% | -17.4% | -11.5% |
| 1Y | -3.7% | +11.3% | -15.0% | -9.4% |
| All | -3.7% | +8.1% | -11.8% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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