-59.8%
FISV vs RGEN
+1.9%
-61.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -7.2% | -2.9% | -4.3% | -6.8% |
| 30D | -7.2% | -0.1% | -7.1% | -7.2% |
| 3M | -8.2% | +25.9% | -34.1% | -11.2% |
| 6M | -17.7% | +35.2% | -52.9% | -21.4% |
| YTD | -27.2% | +0.5% | -27.7% | -27.9% |
| 1Y | -63.0% | +37.0% | -99.9% | -64.7% |
| All | -59.8% | +1.9% | -61.7% | -61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling