-52.4%
FISV vs ONON
-22.6%
-29.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +5.1% |
| 7D | -2.7% | -2.1% | -0.6% | -2.3% |
| 30D | 0.0% | -11.6% | +11.6% | +2.0% |
| 3M | -2.8% | -30.1% | +27.3% | +2.0% |
| 6M | -11.8% | -30.5% | +18.7% | -7.8% |
| YTD | -23.2% | -41.0% | +17.8% | -17.7% |
| 1Y | -62.0% | -36.7% | -25.3% | -59.7% |
| 3Y | -57.6% | -8.6% | -49.0% | -58.6% |
| All | -52.4% | -22.6% | -29.8% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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