+55.3%
ON vs FISV
-61.2%
+116.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +5.4% | +3.1% | +8.7% |
| 7D | +2.4% | -2.7% | +5.0% | +2.2% |
| 30D | -8.6% | 0.0% | -8.7% | -8.7% |
| 3M | -34.3% | -2.8% | -31.6% | -34.1% |
| 6M | +28.5% | -11.8% | +40.4% | +29.9% |
| YTD | +40.6% | -23.2% | +63.8% | +43.7% |
| 1Y | +55.3% | -62.0% | +117.3% | +65.1% |
| All | +55.3% | -61.2% | +116.5% | +65.1% |
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