-60.0%
FISV vs PWR
+203.1%
-263.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.5% | -4.3% |
| 7D | -6.4% | +2.7% | -9.1% | -6.4% |
| 30D | -6.8% | -5.1% | -1.7% | -6.9% |
| 3M | -10.0% | -9.4% | -0.6% | -9.7% |
| 6M | -20.6% | +10.4% | -31.0% | -22.1% |
| YTD | -27.6% | +48.6% | -76.2% | -31.0% |
| 1Y | -64.3% | +68.0% | -132.4% | -67.0% |
| All | -60.0% | +203.1% | -263.1% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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