-61.3%
FISV vs Q
+75.4%
-136.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.5% |
| 7D | -7.2% | +4.1% | -11.3% | -7.1% |
| 30D | -7.2% | -10.7% | +3.5% | -7.5% |
| 3M | -8.2% | -11.7% | +3.5% | -9.7% |
| 6M | -17.7% | +8.3% | -26.0% | -22.5% |
| YTD | -27.2% | +51.3% | -78.5% | -34.4% |
| All | -61.3% | +75.4% | -136.7% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling