-0.4%
FISV vs PCOR
-4.3%
+3.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.4% |
| 7D | +22.3% | +22.2% | +0.1% | +12.5% |
| 30D | +39.2% | +36.0% | +3.2% | +22.6% |
| 3M | +21.2% | +34.0% | -12.8% | +6.9% |
| 6M | +14.5% | +43.5% | -29.0% | -2.8% |
| YTD | -5.4% | +5.1% | -10.5% | -9.9% |
| All | -0.4% | -4.3% | +3.9% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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