+10,678.2%
FISV vs RRC
+1,198.8%
+9,479.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -4.0% |
| 7D | -1.6% | -1.2% | -0.4% | -1.5% |
| 30D | -3.0% | +9.4% | -12.4% | -3.7% |
| 3M | -3.5% | +7.4% | -10.9% | -4.1% |
| 6M | -19.4% | +1.5% | -20.9% | -19.6% |
| YTD | -24.3% | +19.4% | -43.7% | -25.6% |
| 1Y | -62.4% | +24.2% | -86.6% | -63.1% |
| 3Y | -58.2% | +32.8% | -91.0% | -59.5% |
| 5Y | -56.5% | +152.9% | -209.4% | -60.7% |
| 10Y | -0.5% | +3.9% | -4.4% | -11.2% |
| All | +10,678.2% | +1,198.8% | +9,479.4% | +7,813.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling