-0.6%
FISV vs PL
+8.6%
-9.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +3.0% | +13.4% | -10.4% | +3.1% |
| 30D | +38.8% | -10.2% | +48.9% | +38.8% |
| 3M | +21.2% | -39.5% | +60.7% | +21.3% |
| 6M | +17.5% | -65.7% | +83.2% | +18.4% |
| YTD | -4.9% | -27.3% | +22.4% | -6.2% |
| 1Y | -0.6% | +15.0% | -15.6% | -4.4% |
| All | -0.6% | +8.6% | -9.2% | -4.4% |
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