-63.0%
FISV vs RVTY
+43.1%
-106.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.2% |
| 7D | -7.2% | -7.4% | +0.2% | -5.4% |
| 30D | -7.2% | +4.5% | -11.7% | -8.2% |
| 3M | -8.2% | +19.5% | -27.6% | -12.9% |
| 6M | -17.7% | +34.1% | -51.8% | -25.5% |
| YTD | -27.2% | +25.3% | -52.4% | -32.1% |
| 1Y | -63.0% | +47.0% | -110.0% | -66.3% |
| All | -63.0% | +43.1% | -106.1% | -66.3% |
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