+11,131.7%
FISV vs SHW
+20,643.9%
-9,512.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -0.3% | -3.2% | +2.9% | +0.8% |
| 30D | -2.1% | -9.5% | +7.5% | +1.4% |
| 3M | -5.7% | +11.5% | -17.2% | -9.5% |
| 6M | -15.3% | -3.5% | -11.8% | -14.9% |
| YTD | -21.1% | +3.7% | -24.8% | -22.9% |
| 1Y | -61.1% | -7.9% | -53.2% | -60.1% |
| 3Y | -56.8% | +24.7% | -81.5% | -60.8% |
| 5Y | -54.2% | +13.6% | -67.8% | -57.9% |
| 10Y | +1.6% | +283.0% | -281.4% | -38.9% |
| All | +11,131.7% | +20,643.9% | -9,512.2% | +2,302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling