-0.6%
FISV vs SW
+25.9%
-26.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.7% | +1.1% |
| 7D | +3.0% | -2.6% | +5.5% | +3.5% |
| 30D | +38.8% | +7.2% | +31.6% | +36.9% |
| 3M | +21.2% | -10.5% | +31.7% | +23.2% |
| 6M | +17.5% | +9.9% | +7.6% | +15.7% |
| YTD | -4.9% | +17.2% | -22.1% | -9.1% |
| 1Y | -0.6% | +26.5% | -27.1% | -7.7% |
| All | -0.6% | +25.9% | -26.5% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling