+368.8%
ORCL vs FISV
-4.3%
+373.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +0.7% |
| 7D | +10.9% | -6.4% | +17.3% | +13.0% |
| 30D | +7.0% | -6.8% | +13.8% | +9.1% |
| 3M | -21.2% | -10.0% | -11.2% | -19.6% |
| 6M | +7.4% | -20.6% | +28.0% | +13.7% |
| YTD | -16.3% | -27.6% | +11.3% | -9.2% |
| 1Y | -32.3% | -64.3% | +32.0% | -13.7% |
| 3Y | +32.6% | -60.0% | +92.5% | +52.4% |
| 5Y | +93.1% | -57.7% | +150.8% | +110.8% |
| 10Y | +368.8% | -3.0% | +371.8% | +227.3% |
| All | +368.8% | -4.3% | +373.1% | +227.3% |
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 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