-55.8%
FISV vs PODD
-55.6%
-0.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.0% |
| 7D | -7.2% | -10.6% | +3.4% | -5.1% |
| 30D | -7.2% | -6.9% | -0.3% | -5.9% |
| 3M | -8.2% | -10.6% | +2.5% | -6.5% |
| 6M | -17.7% | -43.5% | +25.8% | -9.2% |
| YTD | -27.2% | -52.6% | +25.5% | -17.1% |
| 1Y | -63.0% | -60.1% | -2.9% | -56.5% |
| 3Y | -59.8% | -21.7% | -38.1% | -59.0% |
| 5Y | -55.8% | -54.6% | -1.2% | -53.2% |
| All | -55.8% | -55.6% | -0.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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