-36.0%
FISV vs PWR
+427.2%
-463.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.3% | +0.6% |
| 7D | +3.0% | +4.7% | -1.8% | +2.5% |
| 30D | +38.8% | -12.5% | +51.3% | +40.0% |
| 3M | +21.2% | -9.3% | +30.5% | +21.6% |
| 6M | +17.5% | -22.2% | +39.7% | +20.0% |
| YTD | -4.9% | +44.2% | -49.0% | -13.5% |
| 1Y | -0.6% | +35.5% | -36.1% | -8.7% |
| 3Y | -47.4% | +250.4% | -297.8% | -64.3% |
| 5Y | -36.0% | +425.6% | -461.7% | -62.5% |
| All | -36.0% | +427.2% | -463.2% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling