-37.1%
FISV vs PCOR
-19.6%
-17.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +25.7% | +22.7% | +3.0% | +19.2% |
| 30D | +38.8% | +37.5% | +1.3% | +27.9% |
| 3M | +16.2% | +35.2% | -19.0% | +7.3% |
| 6M | +12.1% | +42.2% | -30.2% | +1.7% |
| YTD | -6.4% | +3.6% | -9.9% | -9.6% |
| 1Y | +2.0% | -4.8% | +6.8% | +0.2% |
| 3Y | -47.4% | +48.3% | -95.8% | -54.0% |
| All | -37.1% | -19.6% | -17.5% | -41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling