+851.0%
SLB vs FISV
+13,260.8%
-12,409.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +0.5% |
| 7D | +3.5% | +1.4% | +2.1% | +3.1% |
| 30D | +6.5% | +38.4% | -31.9% | -3.4% |
| 3M | -0.2% | +14.9% | -15.2% | -4.8% |
| 6M | -5.7% | +21.8% | -27.5% | -12.2% |
| YTD | +36.8% | -5.0% | +41.9% | +35.5% |
| 1Y | +45.8% | -1.2% | +46.9% | +42.7% |
| 3Y | +3.4% | -47.5% | +50.9% | +11.9% |
| 5Y | +76.1% | -36.7% | +112.9% | +78.0% |
| 10Y | -13.0% | +26.9% | -39.9% | -25.9% |
| All | +851.0% | +13,260.8% | -12,409.8% | +282.3% |
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