-0.8%
FISV vs RACE
+2.2%
-3.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | 0.0% |
| 7D | +8.4% | +0.2% | +8.2% | +8.3% |
| 30D | +38.8% | +6.6% | +32.1% | +36.0% |
| 3M | +21.3% | +2.2% | +19.1% | +20.4% |
| 6M | +14.1% | +22.4% | -8.3% | +7.0% |
| YTD | -5.7% | +13.8% | -19.5% | -11.4% |
| 1Y | -0.8% | +2.2% | -3.0% | -0.9% |
| All | -0.8% | +2.2% | -3.0% | -0.9% |
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