-55.8%
FISV vs RRC
+150.0%
-205.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.2% | +0.5% |
| 7D | -7.2% | -1.2% | -6.1% | -7.0% |
| 30D | -7.2% | +3.0% | -10.2% | -7.7% |
| 3M | -8.2% | +7.3% | -15.4% | -9.4% |
| 6M | -17.7% | +3.6% | -21.3% | -18.5% |
| YTD | -27.2% | +19.4% | -46.5% | -29.8% |
| 1Y | -63.0% | +21.4% | -84.4% | -64.2% |
| 3Y | -59.8% | +32.8% | -92.5% | -62.2% |
| 5Y | -55.8% | +152.0% | -207.8% | -61.4% |
| All | -55.8% | +150.0% | -205.7% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling