+27.1%
FISV vs SW
+182.3%
-155.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.7% | +1.0% |
| 7D | +3.0% | -2.6% | +5.5% | +3.3% |
| 30D | +38.8% | +7.2% | +31.6% | +37.5% |
| 3M | +21.2% | -10.5% | +31.7% | +22.9% |
| 6M | +17.5% | +9.9% | +7.6% | +15.7% |
| YTD | -4.9% | +17.2% | -22.1% | -7.4% |
| 1Y | -0.6% | +26.5% | -27.1% | -4.1% |
| 3Y | -47.4% | +47.7% | -95.1% | -49.3% |
| 5Y | -36.0% | +0.2% | -36.2% | -37.9% |
| 10Y | +27.1% | +182.3% | -155.2% | +15.3% |
| All | +27.1% | +182.3% | -155.2% | +15.3% |
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