+2,771.1%
NOW vs FISV
+197.8%
+2,573.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.2% |
| 7D | -2.4% | -0.3% | -2.0% | -2.2% |
| 30D | +20.5% | -2.1% | +22.6% | +21.5% |
| 3M | +18.3% | -5.7% | +24.1% | +21.1% |
| 6M | +24.1% | -15.3% | +39.4% | +34.4% |
| YTD | -7.8% | -21.1% | +13.3% | +2.9% |
| 1Y | -21.4% | -61.1% | +39.7% | +13.1% |
| 3Y | +19.5% | -56.8% | +76.4% | +43.1% |
| 5Y | +4.1% | -54.2% | +58.3% | +16.8% |
| 10Y | +826.4% | +1.6% | +824.8% | +422.5% |
| All | +2,771.1% | +197.8% | +2,573.3% | +777.0% |
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