+27.1%
FISV vs QLD
+1,536.4%
-1,509.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | -0.5% |
| 7D | +3.0% | -1.2% | +4.2% | +2.8% |
| 30D | +38.8% | -15.7% | +54.5% | +45.0% |
| 3M | +21.2% | -10.0% | +31.2% | +23.8% |
| 6M | +17.5% | -11.2% | +28.7% | +18.1% |
| YTD | -4.9% | +16.4% | -21.2% | -13.4% |
| 1Y | -0.6% | +12.7% | -13.2% | -8.7% |
| 3Y | -47.4% | +152.3% | -199.7% | -65.8% |
| 5Y | -36.0% | +91.8% | -127.8% | -57.2% |
| 10Y | +27.1% | +1,520.2% | -1,493.1% | -67.2% |
| All | +27.1% | +1,536.4% | -1,509.3% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling