+223.9%
NXPI vs FISV
+3.1%
+220.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.4% | -0.9% | +2.1% |
| 7D | +3.9% | -2.7% | +6.5% | +5.1% |
| 30D | +1.4% | 0.0% | +1.3% | +1.0% |
| 3M | -21.5% | -2.8% | -18.7% | -22.3% |
| 6M | +19.4% | -11.8% | +31.2% | +22.3% |
| YTD | +9.9% | -23.2% | +33.2% | +20.1% |
| 1Y | +7.9% | -62.0% | +69.9% | +55.1% |
| 3Y | +22.7% | -57.6% | +80.3% | +49.0% |
| 5Y | +22.1% | -53.4% | +75.5% | +35.5% |
| All | +223.9% | +3.1% | +220.8% | +183.5% |
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