-64.3%
FISV vs P
+22.0%
-86.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.0% | -0.3% | -4.6% |
| 7D | -6.4% | +5.0% | -11.4% | -6.1% |
| 30D | -6.8% | -0.9% | -5.9% | -6.7% |
| 3M | -10.0% | +38.7% | -48.6% | -7.4% |
| 6M | -20.6% | +54.4% | -75.0% | -17.7% |
| YTD | -27.6% | +44.8% | -72.4% | -24.7% |
| 1Y | -64.3% | +22.5% | -86.9% | -63.7% |
| All | -64.3% | +22.0% | -86.4% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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