-59.8%
FISV vs RUN
-38.5%
-21.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.6% |
| 7D | -7.2% | -3.4% | -3.8% | -7.2% |
| 30D | -7.2% | -14.0% | +6.8% | -7.0% |
| 3M | -8.2% | -27.5% | +19.3% | -7.8% |
| 6M | -17.7% | -29.0% | +11.3% | -17.5% |
| YTD | -27.2% | -53.1% | +25.9% | -26.6% |
| 1Y | -63.0% | -46.7% | -16.2% | -62.8% |
| All | -59.8% | -38.5% | -21.3% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 3y: compounded portfolio wealth divided by compounded RUN 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…
3y analysis · Full analysis span regression · 6 months rolling