-1.0%
HL vs FISV
-21.9%
+20.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.3% | +6.3% | +0.9% |
| 7D | +0.4% | -6.4% | +6.8% | -1.1% |
| 30D | +18.8% | -6.8% | +25.7% | +17.0% |
| 3M | +43.7% | -10.0% | +53.7% | +40.5% |
| 6M | -1.0% | -20.6% | +19.6% | +1.6% |
| All | -1.0% | -21.9% | +20.9% | +1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling