-3.7%
FISV vs RACE
+10.6%
-14.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.3% | +2.0% | +4.7% |
| 7D | +29.6% | +9.9% | +19.7% | +25.6% |
| 30D | +34.5% | +12.8% | +21.7% | +29.3% |
| 3M | +11.2% | +7.4% | +3.9% | +8.6% |
| 6M | -1.2% | +27.6% | -28.8% | -8.7% |
| YTD | -7.6% | +18.4% | -26.0% | -14.4% |
| 1Y | -3.7% | +9.5% | -13.3% | -6.8% |
| All | -3.7% | +10.6% | -14.3% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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