+4,906.6%
GLW vs FISV
+10,705.1%
-5,798.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | +0.2% |
| 7D | +7.8% | -2.7% | +10.5% | +8.6% |
| 30D | -0.4% | 0.0% | -0.5% | -1.1% |
| 3M | -5.6% | -2.8% | -2.8% | -7.2% |
| 6M | +26.7% | -11.8% | +38.6% | +27.1% |
| YTD | +91.0% | -23.2% | +114.3% | +99.1% |
| 1Y | +122.4% | -62.0% | +184.4% | +178.4% |
| 3Y | +471.0% | -57.6% | +528.6% | +559.1% |
| 5Y | +385.6% | -53.4% | +439.0% | +431.8% |
| 10Y | +856.1% | +2.9% | +853.2% | +675.5% |
| All | +4,906.6% | +10,705.1% | -5,798.5% | +1,490.5% |
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