-53.1%
FISV vs PSX
+362.1%
-415.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.3% |
| 7D | -2.7% | +1.7% | -4.4% | -3.0% |
| 30D | 0.0% | +15.6% | -15.6% | -2.8% |
| 3M | -2.8% | +46.5% | -49.3% | -9.9% |
| 6M | -11.8% | +55.0% | -66.8% | -19.5% |
| YTD | -23.2% | +105.3% | -128.5% | -34.0% |
| 1Y | -62.0% | +101.6% | -163.6% | -67.5% |
| 3Y | -57.6% | +134.1% | -191.8% | -65.9% |
| All | -53.1% | +362.1% | -415.3% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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