+11.8%
NOW vs FISV
-58.7%
+70.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.0% | -1.0% | -4.0% |
| 7D | -6.1% | -1.6% | -4.5% | -5.7% |
| 30D | +7.5% | -3.0% | +10.4% | +8.3% |
| 3M | +17.5% | -3.5% | +21.1% | +18.3% |
| 6M | +7.9% | -19.4% | +27.3% | +12.4% |
| YTD | -12.4% | -24.3% | +11.9% | -8.2% |
| 1Y | -28.6% | -62.4% | +33.8% | -20.4% |
| 3Y | +11.8% | -58.2% | +70.0% | -2.9% |
| All | +11.8% | -58.7% | +70.6% | -2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling