-61.1%
FISV vs PFG
+51.4%
-112.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.1% | +1.3% |
| 7D | -0.3% | +5.5% | -5.9% | -3.1% |
| 30D | -2.1% | +2.4% | -4.4% | -3.2% |
| 3M | -5.7% | +13.6% | -19.3% | -11.7% |
| 6M | -15.3% | +27.9% | -43.2% | -25.9% |
| YTD | -21.1% | +35.6% | -56.6% | -32.9% |
| 1Y | -61.1% | +48.5% | -109.5% | -68.1% |
| All | -61.1% | +51.4% | -112.5% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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