+2.0%
FISV vs RRX
+228.4%
-226.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.7% | +4.5% |
| 7D | -2.7% | -0.3% | -2.3% | -2.6% |
| 30D | 0.0% | -6.1% | +6.2% | +1.6% |
| 3M | -2.8% | -23.1% | +20.3% | +2.5% |
| 6M | -11.8% | -19.5% | +7.7% | -9.9% |
| YTD | -23.2% | +16.1% | -39.3% | -30.8% |
| 1Y | -62.0% | +12.9% | -74.9% | -66.1% |
| 3Y | -57.6% | +7.9% | -65.5% | -63.9% |
| 5Y | -53.4% | +19.1% | -72.5% | -63.3% |
| All | +2.0% | +228.4% | -226.4% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling