+51.2%
NXPI vs FISV
-47.4%
+98.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.4% |
| 7D | +6.8% | +1.4% | +5.3% | +6.5% |
| 30D | +20.0% | +38.4% | -18.4% | +13.8% |
| 3M | +14.8% | +14.9% | -0.1% | +12.1% |
| 6M | -10.5% | +21.8% | -32.3% | -14.2% |
| YTD | +23.7% | -5.0% | +28.8% | +24.8% |
| 1Y | +34.1% | -1.2% | +35.2% | +34.0% |
| 3Y | +51.2% | -47.5% | +98.8% | +34.2% |
| All | +51.2% | -47.4% | +98.7% | +34.2% |
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