+254.6%
GLW vs FISV
-36.2%
+290.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +7.4% |
| 7D | +1.4% | +3.0% | -1.6% | +1.4% |
| 30D | -18.2% | +38.8% | -57.0% | -18.4% |
| 3M | -24.2% | +21.2% | -45.4% | -24.2% |
| 6M | -41.7% | +17.5% | -59.2% | -41.8% |
| YTD | +38.3% | -4.9% | +43.2% | +41.2% |
| 1Y | +38.2% | -0.6% | +38.8% | +40.0% |
| 3Y | +363.4% | -47.4% | +410.8% | +354.0% |
| 5Y | +254.6% | -36.0% | +290.6% | +207.0% |
| All | +254.6% | -36.2% | +290.8% | +207.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling