+27.4%
FISV vs RBA
+207.2%
-179.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.4% |
| 7D | +1.4% | +1.7% | -0.3% | +0.9% |
| 30D | +38.4% | +8.3% | +30.1% | +34.8% |
| 3M | +14.9% | +10.5% | +4.4% | +11.0% |
| 6M | +21.8% | -5.9% | +27.7% | +23.1% |
| YTD | -5.0% | -6.9% | +1.8% | -3.9% |
| 1Y | -1.2% | -4.9% | +3.7% | -0.7% |
| 3Y | -47.5% | +64.5% | -112.0% | -55.6% |
| 5Y | -36.7% | +46.1% | -82.8% | -45.9% |
| All | +27.4% | +207.2% | -179.8% | -21.7% |
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