+13,164.2%
GOOG vs FISV
+470.7%
+12,693.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.3% | -0.3% |
| 7D | -1.6% | -6.4% | +4.9% | +1.1% |
| 30D | -7.7% | -6.8% | -0.8% | -5.2% |
| 3M | -9.3% | -10.0% | +0.7% | -6.4% |
| 6M | +7.4% | -20.6% | +28.1% | +16.0% |
| YTD | +4.9% | -27.6% | +32.4% | +16.6% |
| 1Y | +37.2% | -64.3% | +101.6% | +91.3% |
| 3Y | +141.6% | -60.0% | +201.6% | +193.1% |
| 5Y | +128.8% | -57.7% | +186.4% | +161.7% |
| 10Y | +772.7% | -3.0% | +775.7% | +493.8% |
| All | +13,164.2% | +470.7% | +12,693.5% | +3,586.9% |
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