-4.9%
SHOP vs FISV
-4.0%
-0.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.2% | +1.1% | +4.4% |
| 7D | -9.0% | +29.6% | -38.7% | -21.1% |
| 30D | -4.4% | +34.5% | -38.9% | -19.3% |
| 3M | +24.1% | +11.2% | +12.9% | +17.9% |
| 6M | +20.0% | -1.2% | +21.2% | +25.5% |
| YTD | -4.9% | -7.6% | +2.7% | -0.9% |
| 1Y | -4.9% | -3.7% | -1.2% | -2.1% |
| All | -4.9% | -4.0% | -0.9% | -2.1% |
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