+2.0%
FISV vs RGEN
+415.7%
-413.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.4% |
| 7D | -2.7% | -1.4% | -1.2% | -2.4% |
| 30D | 0.0% | -0.3% | +0.4% | 0.0% |
| 3M | -2.8% | +23.9% | -26.7% | -6.9% |
| 6M | -11.8% | +38.5% | -50.4% | -17.6% |
| YTD | -23.2% | +0.8% | -24.0% | -24.2% |
| 1Y | -62.0% | +38.2% | -100.2% | -64.6% |
| 3Y | -57.6% | +1.3% | -58.9% | -60.1% |
| 5Y | -53.4% | -44.0% | -9.4% | -53.1% |
| All | +2.0% | +415.7% | -413.7% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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