-3.3%
FISV vs RBA
+195.3%
-198.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +0.9% |
| 7D | -7.2% | -3.3% | -3.9% | -6.2% |
| 30D | -7.2% | -9.8% | +2.6% | -4.1% |
| 3M | -8.2% | -23.5% | +15.3% | -0.6% |
| 6M | -17.7% | -21.5% | +3.8% | -11.8% |
| YTD | -27.2% | -21.2% | -6.0% | -22.1% |
| 1Y | -63.0% | -30.2% | -32.8% | -58.7% |
| 3Y | -59.8% | +25.3% | -85.1% | -62.9% |
| 5Y | -55.8% | +35.1% | -90.9% | -61.4% |
| All | -3.3% | +195.3% | -198.5% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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