-53.9%
FISV vs SWKS
-53.5%
-0.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | -0.2% |
| 7D | -0.3% | +12.5% | -12.8% | -2.8% |
| 30D | -2.1% | +10.5% | -12.5% | -4.2% |
| 3M | -5.7% | -7.4% | +1.6% | -4.9% |
| 6M | -15.3% | +32.7% | -48.0% | -22.9% |
| YTD | -21.1% | +19.2% | -40.3% | -26.3% |
| 1Y | -61.1% | +2.4% | -63.5% | -62.2% |
| 3Y | -56.8% | -25.6% | -31.2% | -56.5% |
| All | -53.9% | -53.5% | -0.4% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling