-56.9%
FISV vs ROIV
+201.4%
-258.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -0.3% | +0.6% | -1.0% | -0.4% |
| 30D | -2.1% | +1.0% | -3.0% | -2.2% |
| 3M | -5.7% | +18.3% | -24.0% | -7.2% |
| 6M | -15.3% | +18.3% | -33.7% | -16.8% |
| YTD | -21.1% | +61.0% | -82.1% | -24.2% |
| 1Y | -61.1% | +177.9% | -239.0% | -64.4% |
| All | -56.9% | +201.4% | -258.3% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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