-39.3%
NFLX vs FISV
-4.0%
-35.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.2% | -1.6% | +3.0% |
| 7D | +7.1% | +29.6% | -22.6% | -0.2% |
| 30D | -1.6% | +34.5% | -36.1% | -9.2% |
| 3M | -9.8% | +11.2% | -21.0% | -12.9% |
| 6M | -27.1% | -1.2% | -25.8% | -27.9% |
| YTD | -29.2% | -7.6% | -21.6% | -31.0% |
| 1Y | -39.3% | -3.7% | -35.5% | -40.5% |
| All | -39.3% | -4.0% | -35.2% | -40.5% |
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