+10,209.8%
FISV vs RJF
+49,058.3%
-38,848.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.1% |
| 7D | -6.4% | -0.3% | -6.1% | -6.3% |
| 30D | -6.8% | -2.0% | -4.8% | -6.2% |
| 3M | -10.0% | +16.3% | -26.3% | -14.2% |
| 6M | -20.6% | +16.9% | -37.5% | -24.6% |
| YTD | -27.6% | +10.4% | -38.0% | -30.1% |
| 1Y | -64.3% | +7.4% | -71.7% | -65.2% |
| 3Y | -60.0% | +72.2% | -132.2% | -66.9% |
| 5Y | -57.7% | +105.1% | -162.8% | -67.2% |
| 10Y | -3.0% | +430.9% | -433.9% | -45.7% |
| All | +10,209.8% | +49,058.3% | -38,848.4% | +1,961.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 all: compounded portfolio wealth divided by compounded RJF 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…
all analysis · Full analysis span regression · 6 months rolling