+47.6%
ON vs FISV
-4.0%
+51.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -1.1% |
| 7D | -5.8% | +29.6% | -35.5% | -2.3% |
| 30D | -17.1% | +34.5% | -51.6% | -13.6% |
| 3M | -11.8% | +11.2% | -23.1% | -10.7% |
| 6M | -30.2% | -1.2% | -29.0% | -23.3% |
| YTD | +31.6% | -7.6% | +39.2% | +50.3% |
| 1Y | +47.6% | -3.7% | +51.3% | +61.3% |
| All | +47.6% | -4.0% | +51.6% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling