+1,199.4%
FISV vs PWR
+8,583.6%
-7,384.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -0.3% | +3.6% | -3.9% | -0.9% |
| 30D | -2.1% | -8.6% | +6.5% | -0.7% |
| 3M | -5.7% | -13.2% | +7.4% | -4.4% |
| 6M | -15.3% | +9.9% | -25.2% | -18.3% |
| YTD | -21.1% | +48.0% | -69.1% | -28.1% |
| 1Y | -61.1% | +66.2% | -127.2% | -65.6% |
| 3Y | -56.8% | +195.1% | -252.0% | -66.4% |
| 5Y | -54.2% | +442.6% | -496.7% | -68.4% |
| 10Y | +1.6% | +2,334.2% | -2,332.6% | -47.3% |
| All | +1,199.4% | +8,583.6% | -7,384.1% | +298.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling