+2,864.0%
GE vs FISV
+10,554.3%
-7,690.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.4% | +0.5% |
| 7D | +1.2% | -1.6% | +2.7% | +1.6% |
| 30D | -9.5% | -3.0% | -6.5% | -8.9% |
| 3M | +4.1% | -3.5% | +7.7% | +4.3% |
| 6M | +3.9% | -19.4% | +23.3% | +9.1% |
| YTD | +9.0% | -24.3% | +33.3% | +16.0% |
| 1Y | +21.9% | -62.4% | +84.3% | +51.7% |
| 3Y | +281.8% | -58.2% | +340.0% | +348.1% |
| 5Y | +436.7% | -56.5% | +493.3% | +516.6% |
| 10Y | +151.5% | -0.5% | +152.1% | +126.4% |
| All | +2,864.0% | +10,554.3% | -7,690.3% | +1,079.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 all: compounded portfolio wealth divided by compounded FISV 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…
all analysis · Full analysis span regression · 6 months rolling