+22.9%
FISV vs SW
+179.5%
-156.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.8% | -3.5% |
| 7D | -2.0% | -3.0% | +1.0% | -1.6% |
| 30D | +31.8% | +4.2% | +27.6% | +31.1% |
| 3M | +19.3% | -11.5% | +30.8% | +21.1% |
| 6M | +12.1% | +8.6% | +3.5% | +10.6% |
| YTD | -8.4% | +15.0% | -23.4% | -10.6% |
| 1Y | -4.5% | +25.7% | -30.1% | -7.8% |
| 3Y | -49.4% | +44.8% | -94.2% | -51.1% |
| 5Y | -39.0% | -1.7% | -37.3% | -40.6% |
| All | +22.9% | +179.5% | -156.7% | +12.3% |
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