+1.9%
META vs FISV
-0.6%
+2.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +5.0% |
| 7D | +5.7% | +22.3% | -16.6% | +3.6% |
| 30D | -10.8% | +39.2% | -50.0% | -13.7% |
| 3M | +8.4% | +21.2% | -12.8% | +6.6% |
| 6M | +5.4% | +14.5% | -9.1% | +3.8% |
| YTD | -2.6% | -5.4% | +2.8% | -2.4% |
| All | +1.9% | -0.6% | +2.5% | +2.6% |
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 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