-47.5%
FISV vs SWKS
+11.3%
-58.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +1.4% | +9.4% | -8.0% | +0.4% |
| 30D | +38.4% | +17.0% | +21.5% | +35.9% |
| 3M | +14.9% | +28.9% | -14.0% | +11.1% |
| 6M | +21.8% | +33.1% | -11.4% | +15.9% |
| YTD | -5.0% | +44.8% | -49.8% | -11.8% |
| 1Y | -1.2% | +36.2% | -37.4% | -7.2% |
| 3Y | -47.5% | +11.5% | -59.0% | -50.6% |
| All | -47.5% | +11.3% | -58.8% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling