-61.1%
FISV vs PL
+176.6%
-237.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.5% |
| 7D | -0.3% | -9.3% | +9.0% | -0.2% |
| 30D | -2.1% | -18.9% | +16.9% | -1.8% |
| 3M | -5.7% | -58.4% | +52.6% | -4.2% |
| 6M | -15.3% | -30.3% | +15.0% | -15.8% |
| YTD | -21.1% | -8.1% | -13.0% | -22.8% |
| 1Y | -61.1% | +180.5% | -241.6% | -63.4% |
| All | -61.1% | +176.6% | -237.7% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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