-61.1%
FISV vs PSLV
+57.1%
-118.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.4% |
| 7D | -0.3% | -0.6% | +0.3% | -0.4% |
| 30D | -2.1% | +7.3% | -9.3% | -1.6% |
| 3M | -5.7% | -7.4% | +1.7% | -5.8% |
| 6M | -15.3% | -20.3% | +4.9% | -16.0% |
| YTD | -21.1% | -8.2% | -12.9% | -19.6% |
| 1Y | -61.1% | +57.9% | -119.0% | -52.0% |
| All | -61.1% | +57.1% | -118.2% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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