-53.1%
FISV vs RVTY
-33.1%
-20.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +4.7% |
| 7D | -2.7% | -4.5% | +1.9% | -1.5% |
| 30D | 0.0% | +5.5% | -5.4% | -1.3% |
| 3M | -2.8% | +22.5% | -25.3% | -8.0% |
| 6M | -11.8% | +38.9% | -50.7% | -19.7% |
| YTD | -23.2% | +28.7% | -52.0% | -28.7% |
| 1Y | -62.0% | +45.5% | -107.5% | -65.8% |
| 3Y | -57.6% | +16.4% | -74.0% | -60.7% |
| All | -53.1% | -33.1% | -20.0% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling