-37.8%
NFLX vs FISV
-61.2%
+23.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.9% | -5.4% |
| 7D | -4.2% | -0.3% | -3.9% | -4.2% |
| 30D | +5.5% | -2.1% | +7.5% | +5.6% |
| 3M | -4.1% | -5.7% | +1.7% | -3.8% |
| 6M | -20.7% | -15.3% | -5.4% | -20.0% |
| YTD | -16.5% | -21.1% | +4.6% | -15.9% |
| 1Y | -37.8% | -61.1% | +23.3% | -37.3% |
| All | -37.8% | -61.2% | +23.4% | -37.3% |
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 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