+148.5%
RTX vs FISV
-38.6%
+187.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | -1.0% |
| 7D | +3.4% | -2.0% | +5.4% | +3.6% |
| 30D | +8.4% | +31.8% | -23.4% | +4.9% |
| 3M | -10.7% | +19.3% | -29.9% | -12.7% |
| 6M | +11.7% | +12.1% | -0.3% | +9.7% |
| YTD | +9.3% | -8.4% | +17.8% | +9.6% |
| 1Y | +13.3% | -4.5% | +17.8% | +12.9% |
| 3Y | +156.1% | -49.4% | +205.5% | +150.6% |
| 5Y | +148.5% | -39.0% | +187.5% | +121.6% |
| All | +148.5% | -38.6% | +187.2% | +121.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling