+27.4%
FISV vs SW
+177.1%
-149.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.8% |
| 7D | +1.4% | -2.9% | +4.4% | +1.8% |
| 30D | +38.4% | +5.0% | +33.4% | +37.6% |
| 3M | +14.9% | -13.7% | +28.6% | +17.0% |
| 6M | +21.8% | +8.0% | +13.8% | +20.3% |
| YTD | -5.0% | +14.0% | -19.0% | -7.2% |
| 1Y | -1.2% | +25.6% | -26.8% | -4.6% |
| 3Y | -47.5% | +40.1% | -87.7% | -49.1% |
| 5Y | -36.7% | -2.6% | -34.1% | -38.3% |
| All | +27.4% | +177.1% | -149.7% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling