+10,830.8%
FISV vs OMC
+5,739.5%
+5,091.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.6% |
| 7D | -2.7% | -4.4% | +1.7% | -0.9% |
| 30D | 0.0% | -7.6% | +7.6% | +3.3% |
| 3M | -2.8% | +4.5% | -7.3% | -4.7% |
| 6M | -11.8% | -0.3% | -11.6% | -11.9% |
| YTD | -23.2% | -0.1% | -23.1% | -24.0% |
| 1Y | -62.0% | +4.6% | -66.6% | -63.0% |
| 3Y | -57.6% | +10.5% | -68.1% | -60.8% |
| 5Y | -53.4% | +31.7% | -85.1% | -60.6% |
| 10Y | +2.9% | +33.5% | -30.6% | -17.3% |
| All | +10,830.8% | +5,739.5% | +5,091.3% | +4,369.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 all: compounded portfolio wealth divided by compounded OMC 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…
all analysis · Full analysis span regression · 6 months rolling