-3.7%
FISV vs RVTY
+74.0%
-77.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.7% |
| 7D | +29.6% | -3.6% | +33.2% | +30.0% |
| 30D | +34.5% | +1.4% | +33.1% | +33.6% |
| 3M | +11.2% | +43.2% | -32.0% | +3.4% |
| 6M | -1.2% | +84.5% | -85.7% | -14.6% |
| YTD | -7.6% | +65.2% | -72.8% | -15.2% |
| 1Y | -3.7% | +74.3% | -78.0% | -12.9% |
| All | -3.7% | +74.0% | -77.7% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling