-3.0%
FISV vs RACE
+783.2%
-786.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -4.0% |
| 7D | -6.4% | -2.6% | -3.8% | -5.5% |
| 30D | -6.8% | -1.1% | -5.7% | -6.5% |
| 3M | -10.0% | +12.5% | -22.5% | -14.2% |
| 6M | -20.6% | +17.4% | -38.0% | -25.8% |
| YTD | -27.6% | +10.1% | -37.7% | -30.9% |
| 1Y | -64.3% | -15.1% | -49.2% | -62.6% |
| 3Y | -60.0% | +38.9% | -98.9% | -67.0% |
| 5Y | -57.7% | +90.7% | -148.4% | -70.3% |
| 10Y | -3.0% | +801.8% | -804.8% | -56.2% |
| All | -3.0% | +783.2% | -786.1% | -56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling