+13,416.2%
FISV vs RRC
+1,510.8%
+11,905.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.6% |
| 7D | +1.4% | +6.4% | -5.0% | +0.9% |
| 30D | +38.4% | +23.9% | +14.6% | +35.6% |
| 3M | +14.9% | +30.2% | -15.3% | +12.0% |
| 6M | +21.8% | +26.3% | -4.5% | +19.0% |
| YTD | -5.0% | +48.1% | -53.1% | -8.7% |
| 1Y | -1.2% | +37.7% | -38.8% | -4.4% |
| 3Y | -47.5% | +60.3% | -107.8% | -50.0% |
| 5Y | -36.7% | +135.3% | -172.0% | -42.6% |
| 10Y | +26.9% | +73.3% | -46.5% | +8.4% |
| All | +13,416.2% | +1,510.8% | +11,905.4% | +9,613.5% |
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