+1,924.6%
NOW vs FISV
+255.8%
+1,668.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -8.7% | +8.4% | -17.2% | -12.4% |
| 30D | -29.3% | +38.8% | -68.1% | -40.2% |
| 3M | -21.8% | +21.3% | -43.1% | -29.6% |
| 6M | +9.2% | +14.1% | -4.9% | +1.3% |
| YTD | -35.0% | -5.7% | -29.2% | -34.1% |
| 1Y | -42.5% | -0.8% | -41.8% | -43.2% |
| 3Y | -21.5% | -47.9% | +26.4% | -15.3% |
| 5Y | -25.8% | -36.8% | +11.1% | -30.7% |
| 10Y | +506.3% | +26.9% | +479.4% | +199.9% |
| All | +1,924.6% | +255.8% | +1,668.8% | +461.6% |
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