-46.8%
FISV vs RACE
+26.8%
-73.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.4% | +0.8% |
| 7D | +22.3% | +3.9% | +18.4% | +21.2% |
| 30D | +39.2% | +7.4% | +31.8% | +36.9% |
| 3M | +21.2% | +1.6% | +19.6% | +20.7% |
| 6M | +14.5% | +23.3% | -8.8% | +8.7% |
| YTD | -5.4% | +14.7% | -20.1% | -9.2% |
| 1Y | -0.3% | +2.5% | -2.8% | -2.1% |
| 3Y | -46.8% | +28.0% | -74.8% | -48.9% |
| All | -46.8% | +26.8% | -73.6% | -48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling