+20.3%
PFE vs FISV
-64.1%
+84.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | +0.3% |
| 7D | -4.3% | -6.4% | +2.1% | -3.8% |
| 30D | +2.7% | -6.8% | +9.5% | +3.2% |
| 3M | +10.0% | -10.0% | +19.9% | +10.6% |
| 6M | +7.2% | -20.6% | +27.8% | +8.4% |
| YTD | +17.3% | -27.6% | +44.9% | +19.0% |
| 1Y | +20.3% | -64.3% | +84.6% | +22.9% |
| All | +20.3% | -64.1% | +84.4% | +22.9% |
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