+139.3%
SLB vs FISV
-58.4%
+197.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.3% | +0.6% |
| 7D | -1.9% | -6.4% | +4.5% | -0.9% |
| 30D | +7.8% | -6.8% | +14.6% | +8.9% |
| 3M | +2.7% | -10.0% | +12.6% | +4.1% |
| 6M | +22.2% | -20.6% | +42.8% | +25.9% |
| YTD | +51.1% | -27.6% | +78.7% | +57.7% |
| 1Y | +63.3% | -64.3% | +127.7% | +87.9% |
| 3Y | +2.4% | -60.0% | +62.4% | +6.4% |
| 5Y | +139.3% | -57.7% | +197.0% | +147.5% |
| All | +139.3% | -58.4% | +197.8% | +147.5% |
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