+164.3%
INTC vs FISV
-59.8%
+224.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.1% | -5.6% |
| 7D | +9.4% | -7.2% | +16.6% | +9.7% |
| 30D | +2.7% | -7.2% | +9.9% | +2.9% |
| 3M | -6.3% | -8.2% | +1.9% | -6.0% |
| 6M | +114.5% | -17.7% | +132.1% | +116.3% |
| YTD | +171.9% | -27.2% | +199.0% | +178.4% |
| 1Y | +305.0% | -63.0% | +368.0% | +351.1% |
| All | +164.3% | -59.8% | +224.1% | +167.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling