-60.0%
FISV vs RRC
+31.0%
-91.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -4.0% | -4.3% |
| 7D | -6.4% | -1.7% | -4.7% | -6.0% |
| 30D | -6.8% | +3.6% | -10.4% | -7.6% |
| 3M | -10.0% | +8.8% | -18.8% | -11.7% |
| 6M | -20.6% | +0.8% | -21.4% | -21.2% |
| YTD | -27.6% | +19.0% | -46.5% | -31.0% |
| 1Y | -64.3% | +22.9% | -87.3% | -65.9% |
| All | -60.0% | +31.0% | -91.0% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling