+16,554.9%
INTC vs FISV
+10,554.3%
+6,000.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.0% | +13.1% | +10.6% |
| 7D | +17.4% | -1.6% | +19.0% | +17.9% |
| 30D | +2.8% | -3.0% | +5.7% | +3.6% |
| 3M | -5.3% | -3.5% | -1.7% | -6.2% |
| 6M | +140.6% | -19.4% | +160.0% | +151.5% |
| YTD | +183.1% | -24.3% | +207.4% | +200.7% |
| 1Y | +326.8% | -62.4% | +389.1% | +458.7% |
| 3Y | +179.4% | -58.2% | +237.6% | +238.9% |
| 5Y | +111.7% | -56.5% | +168.3% | +149.3% |
| 10Y | +253.8% | -0.5% | +254.4% | +191.9% |
| All | +16,554.9% | +10,554.3% | +6,000.6% | +3,929.6% |
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 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