+289.3%
INTC vs FISV
-61.2%
+350.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.6% |
| 7D | +7.1% | -0.3% | +7.4% | +7.0% |
| 30D | -5.2% | -2.1% | -3.2% | -5.4% |
| 3M | -14.3% | -5.7% | -8.6% | -13.7% |
| 6M | +110.2% | -15.3% | +125.5% | +111.4% |
| YTD | +159.6% | -21.1% | +180.7% | +161.7% |
| 1Y | +289.3% | -61.1% | +350.4% | +269.1% |
| All | +289.3% | -61.2% | +350.5% | +269.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling