+790.9%
NOW vs FISV
-4.3%
+795.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +2.0% | -0.4% |
| 7D | -4.1% | -6.4% | +2.3% | -1.2% |
| 30D | +2.9% | -6.8% | +9.7% | +6.2% |
| 3M | +22.6% | -10.0% | +32.5% | +28.0% |
| 6M | +7.5% | -20.6% | +28.2% | +19.1% |
| YTD | -14.4% | -27.6% | +13.2% | -1.7% |
| 1Y | -29.8% | -64.3% | +34.5% | +1.7% |
| 3Y | +9.2% | -60.0% | +69.2% | +31.4% |
| 5Y | +0.8% | -57.7% | +58.5% | +14.2% |
| 10Y | +790.9% | -3.0% | +793.9% | +473.9% |
| All | +790.9% | -4.3% | +795.2% | +473.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling