+252.1%
INTC vs FISV
+3.1%
+249.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +0.9% |
| 7D | +7.5% | -2.7% | +10.1% | +8.1% |
| 30D | +2.0% | 0.0% | +1.9% | +1.6% |
| 3M | -12.0% | -2.8% | -9.2% | -12.9% |
| 6M | +114.5% | -11.8% | +126.4% | +116.6% |
| YTD | +179.0% | -23.2% | +202.2% | +194.3% |
| 1Y | +318.3% | -62.0% | +380.3% | +448.6% |
| 3Y | +171.2% | -57.6% | +228.8% | +213.4% |
| 5Y | +107.6% | -53.4% | +161.0% | +121.6% |
| All | +252.1% | +3.1% | +249.0% | +135.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling