+21,831.6%
LLY vs FISV
+12,783.2%
+9,048.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | 0.0% |
| 7D | +4.6% | -2.0% | +6.6% | +5.0% |
| 30D | +22.4% | +31.8% | -9.4% | +15.8% |
| 3M | +17.1% | +19.3% | -2.1% | +12.7% |
| 6M | +44.6% | +12.1% | +32.6% | +40.1% |
| YTD | +33.5% | -8.4% | +41.9% | +33.8% |
| 1Y | +41.1% | -4.5% | +45.6% | +40.2% |
| 3Y | +143.8% | -49.4% | +193.1% | +160.3% |
| 5Y | +473.4% | -39.0% | +512.4% | +482.4% |
| 10Y | +2,035.0% | +22.3% | +2,012.6% | +1,747.3% |
| All | +21,831.6% | +12,783.2% | +9,048.4% | +9,516.6% |
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