+2.0%
FISV vs O
+54.0%
-52.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.5% |
| 7D | -2.7% | -2.9% | +0.2% | -1.2% |
| 30D | 0.0% | -4.5% | +4.6% | +2.4% |
| 3M | -2.8% | -2.6% | -0.1% | -1.4% |
| 6M | -11.8% | -5.6% | -6.2% | -9.5% |
| YTD | -23.2% | +9.3% | -32.5% | -27.0% |
| 1Y | -62.0% | +4.3% | -66.3% | -62.8% |
| 3Y | -57.6% | +27.4% | -85.0% | -63.0% |
| 5Y | -53.4% | +17.1% | -70.4% | -57.7% |
| All | +2.0% | +54.0% | -52.1% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling