-57.7%
FISV vs PWR
+448.6%
-506.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.5% | -4.2% |
| 7D | -6.4% | +2.7% | -9.1% | -6.7% |
| 30D | -6.8% | -5.1% | -1.7% | -6.4% |
| 3M | -10.0% | -9.4% | -0.6% | -9.4% |
| 6M | -20.6% | +10.4% | -31.0% | -23.4% |
| YTD | -27.6% | +48.6% | -76.2% | -34.2% |
| 1Y | -64.3% | +68.0% | -132.4% | -68.8% |
| 3Y | -60.0% | +204.7% | -264.7% | -71.5% |
| 5Y | -57.7% | +451.9% | -509.6% | -75.6% |
| All | -57.7% | +448.6% | -506.3% | -75.6% |
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 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