-3.7%
FISV vs RRC
+44.7%
-48.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.5% | +9.8% | +6.3% |
| 7D | +29.6% | -6.8% | +36.4% | +29.9% |
| 30D | +34.5% | +34.7% | -0.2% | +30.0% |
| 3M | +11.2% | +31.5% | -20.3% | +7.7% |
| 6M | -1.2% | +21.8% | -23.0% | -4.8% |
| YTD | -7.6% | +48.9% | -56.5% | -11.8% |
| 1Y | -3.7% | +42.1% | -45.8% | -7.3% |
| All | -3.7% | +44.7% | -48.4% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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