-61.1%
FISV vs SHW
-7.8%
-53.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -0.3% | -3.2% | +2.9% | +0.9% |
| 30D | -2.1% | -9.5% | +7.5% | +1.7% |
| 3M | -5.7% | +11.5% | -17.2% | -9.9% |
| 6M | -15.3% | -3.5% | -11.8% | -13.5% |
| YTD | -21.1% | +3.7% | -24.8% | -26.1% |
| 1Y | -61.1% | -7.9% | -53.2% | -58.5% |
| All | -61.1% | -7.8% | -53.2% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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