+913.8%
FISV vs RSG
+1,999.8%
-1,086.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -7.2% | -1.8% | -5.4% | -6.6% |
| 30D | -7.2% | +2.8% | -10.0% | -8.1% |
| 3M | -8.2% | +4.3% | -12.5% | -9.5% |
| 6M | -17.7% | -0.5% | -17.2% | -17.7% |
| YTD | -27.2% | +5.2% | -32.4% | -28.6% |
| 1Y | -63.0% | -2.1% | -60.8% | -62.5% |
| 3Y | -59.8% | +56.5% | -116.3% | -65.5% |
| 5Y | -55.8% | +89.5% | -145.3% | -64.7% |
| 10Y | -2.4% | +424.8% | -427.2% | -42.5% |
| All | +913.8% | +1,999.8% | -1,086.0% | +324.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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