-53.1%
FISV vs QID
-80.8%
+27.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.8% | +7.2% | +5.0% |
| 7D | -2.7% | +1.3% | -4.0% | -2.4% |
| 30D | 0.0% | +2.9% | -2.9% | +0.9% |
| 3M | -2.8% | -0.7% | -2.1% | -2.8% |
| 6M | -11.8% | -29.7% | +17.8% | -19.3% |
| YTD | -23.2% | -27.9% | +4.7% | -29.0% |
| 1Y | -62.0% | -34.6% | -27.4% | -65.7% |
| 3Y | -57.6% | -73.5% | +15.9% | -68.9% |
| All | -53.1% | -80.8% | +27.6% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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