-49.4%
FISV vs PL
+540.6%
-590.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.1% | -0.7% | -3.7% |
| 7D | -2.0% | +22.3% | -24.2% | -2.7% |
| 30D | +31.8% | -8.3% | +40.1% | +32.0% |
| 3M | +19.3% | -43.3% | +62.5% | +21.6% |
| 6M | +12.1% | -65.8% | +77.9% | +16.2% |
| YTD | -8.4% | -29.5% | +21.1% | -9.4% |
| 1Y | -4.5% | +11.7% | -16.2% | -8.4% |
| All | -49.4% | +540.6% | -590.0% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling