+46.2%
SLB vs FISV
-4.0%
+50.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -1.6% |
| 7D | -4.1% | +29.6% | -33.7% | -6.3% |
| 30D | +2.5% | +34.5% | -31.9% | -0.5% |
| 3M | +2.0% | +11.2% | -9.2% | +1.2% |
| 6M | -6.3% | -1.2% | -5.1% | -5.6% |
| YTD | +36.5% | -7.6% | +44.2% | +41.6% |
| 1Y | +46.2% | -3.7% | +50.0% | +48.7% |
| All | +46.2% | -4.0% | +50.2% | +48.7% |
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