+2.0%
FISV vs SW
+26.7%
-24.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.4% |
| 7D | +25.7% | +2.3% | +23.4% | +25.2% |
| 30D | +38.8% | +6.8% | +32.0% | +37.0% |
| 3M | +16.2% | -5.2% | +21.4% | +17.2% |
| 6M | +12.1% | +7.4% | +4.6% | +10.9% |
| YTD | -6.4% | +17.4% | -23.8% | -10.4% |
| 1Y | +2.0% | +27.1% | -25.1% | -5.3% |
| All | +2.0% | +26.7% | -24.7% | -5.3% |
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 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