+10,164.5%
RTX vs FISV
+10,554.3%
-389.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.1% | +0.1% |
| 7D | -3.1% | -1.6% | -1.5% | -2.7% |
| 30D | -10.6% | -3.0% | -7.6% | -10.0% |
| 3M | +11.6% | -3.5% | +15.2% | +12.0% |
| 6M | -4.5% | -19.4% | +14.9% | +0.1% |
| YTD | +9.6% | -24.3% | +33.9% | +16.2% |
| 1Y | +30.8% | -62.4% | +93.2% | +61.3% |
| 3Y | +152.8% | -58.2% | +211.0% | +191.8% |
| 5Y | +167.1% | -56.5% | +223.6% | +199.2% |
| 10Y | +275.2% | -0.5% | +275.7% | +236.0% |
| All | +10,164.5% | +10,554.3% | -389.8% | +3,922.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling