+13,416.2%
FISV vs RVTY
+2,885.1%
+10,531.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.1% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +38.4% | +1.5% | +36.9% | +37.7% |
| 3M | +14.9% | +31.5% | -16.5% | +6.7% |
| 6M | +21.8% | +62.7% | -40.9% | +6.7% |
| YTD | -5.0% | +60.0% | -65.0% | -17.0% |
| 1Y | -1.2% | +65.7% | -66.9% | -14.5% |
| 3Y | -47.5% | +85.2% | -132.7% | -56.8% |
| 5Y | -36.7% | -14.9% | -21.9% | -37.9% |
| 10Y | +26.9% | +211.9% | -185.0% | -10.8% |
| All | +13,416.2% | +2,885.1% | +10,531.0% | +5,496.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling