-62.0%
FISV vs RIG
+77.2%
-139.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.1% | +5.4% |
| 7D | -2.7% | -3.1% | +0.4% | -2.7% |
| 30D | 0.0% | -0.5% | +0.6% | 0.0% |
| 3M | -2.8% | -6.0% | +3.2% | -2.3% |
| 6M | -11.8% | -10.1% | -1.7% | -10.8% |
| YTD | -23.2% | +37.3% | -60.5% | -22.0% |
| 1Y | -62.0% | +73.9% | -135.9% | -61.1% |
| All | -62.0% | +77.2% | -139.2% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling