-21.4%
NOW vs FISV
-61.2%
+39.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | +20.5% | -2.1% | +22.6% | +21.1% |
| 3M | +18.3% | -5.7% | +24.1% | +19.7% |
| 6M | +24.1% | -15.3% | +39.4% | +27.9% |
| YTD | -7.8% | -21.1% | +13.3% | -4.4% |
| 1Y | -21.4% | -61.1% | +39.7% | -11.4% |
| All | -21.4% | -61.2% | +39.8% | -11.4% |
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