-1.2%
FISV vs STLA
-64.5%
+63.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +3.8% |
| 7D | +1.4% | -13.8% | +15.2% | +2.8% |
| 30D | +38.4% | -10.5% | +49.0% | +39.4% |
| 3M | +14.9% | -28.9% | +43.8% | +18.1% |
| 6M | +21.8% | -49.7% | +71.5% | +26.2% |
| YTD | -5.0% | -64.9% | +59.9% | +1.3% |
| 1Y | -1.2% | -64.0% | +62.9% | +4.2% |
| All | -1.2% | -64.5% | +63.3% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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