-62.0%
FISV vs O
+5.4%
-67.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.5% |
| 7D | -2.7% | -2.9% | +0.2% | -1.1% |
| 30D | 0.0% | -4.5% | +4.6% | +2.6% |
| 3M | -2.8% | -2.6% | -0.1% | -1.1% |
| 6M | -11.8% | -5.6% | -6.2% | -8.7% |
| YTD | -23.2% | +9.3% | -32.5% | -34.7% |
| 1Y | -62.0% | +4.3% | -66.3% | -63.7% |
| All | -62.0% | +5.4% | -67.4% | -63.7% |
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