-55.8%
FISV vs O
+14.0%
-69.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -7.2% | -3.5% | -3.7% | -5.5% |
| 30D | -7.2% | -3.3% | -3.9% | -5.6% |
| 3M | -8.2% | -2.8% | -5.3% | -6.7% |
| 6M | -17.7% | -5.8% | -11.9% | -15.4% |
| YTD | -27.2% | +9.4% | -36.5% | -31.0% |
| 1Y | -63.0% | +5.7% | -68.6% | -64.1% |
| 3Y | -59.8% | +27.2% | -87.0% | -64.9% |
| 5Y | -55.8% | +17.2% | -73.0% | -59.0% |
| All | -55.8% | +14.0% | -69.8% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling