-62.4%
FISV vs RACE
-15.2%
-47.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.1% | -3.7% |
| 7D | -1.6% | -1.0% | -0.5% | -1.2% |
| 30D | -3.0% | -1.5% | -1.4% | -2.5% |
| 3M | -3.5% | +15.5% | -19.0% | -8.3% |
| 6M | -19.4% | +17.3% | -36.7% | -24.0% |
| YTD | -24.3% | +11.1% | -35.4% | -28.1% |
| 1Y | -62.4% | -14.3% | -48.1% | -62.8% |
| All | -62.4% | -15.2% | -47.2% | -62.8% |
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