-55.8%
FISV vs RUN
-81.3%
+25.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.7% |
| 7D | -7.2% | -3.4% | -3.8% | -7.1% |
| 30D | -7.2% | -14.0% | +6.8% | -6.6% |
| 3M | -8.2% | -27.5% | +19.3% | -7.1% |
| 6M | -17.7% | -29.0% | +11.3% | -17.0% |
| YTD | -27.2% | -53.1% | +25.9% | -25.6% |
| 1Y | -63.0% | -46.7% | -16.2% | -62.6% |
| 3Y | -59.8% | -38.3% | -21.4% | -62.4% |
| 5Y | -55.8% | -80.7% | +24.9% | -57.8% |
| All | -55.8% | -81.3% | +25.5% | -57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling