+64,065.9%
NFLX vs FISV
+375.9%
+63,690.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.1% | -0.1% |
| 7D | -5.0% | -1.6% | -3.4% | -4.4% |
| 30D | +3.5% | -3.0% | +6.5% | +4.8% |
| 3M | -7.1% | -3.5% | -3.6% | -6.5% |
| 6M | -22.5% | -19.4% | -3.1% | -16.1% |
| YTD | -18.1% | -24.3% | +6.2% | -9.2% |
| 1Y | -38.3% | -62.4% | +24.1% | -13.4% |
| 3Y | +73.4% | -58.2% | +131.5% | +115.2% |
| 5Y | +26.7% | -56.5% | +83.2% | +52.8% |
| 10Y | +670.3% | -0.5% | +670.9% | +444.7% |
| All | +64,065.9% | +375.9% | +63,690.0% | +10,824.0% |
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