-62.0%
FISV vs RRC
+20.8%
-82.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.9% | +5.9% |
| 7D | -2.7% | -1.8% | -0.9% | -2.1% |
| 30D | 0.0% | +2.7% | -2.6% | -1.0% |
| 3M | -2.8% | +8.8% | -11.6% | -5.9% |
| 6M | -11.8% | -1.2% | -10.6% | -13.0% |
| YTD | -23.2% | +17.6% | -40.8% | -31.3% |
| 1Y | -62.0% | +18.4% | -80.4% | -63.6% |
| All | -62.0% | +20.8% | -82.8% | -63.6% |
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