+958.5%
SLB vs FISV
+11,002.6%
-10,044.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +0.8% | -0.3% | +1.2% | +1.0% |
| 30D | +15.8% | -2.1% | +17.9% | +16.3% |
| 3M | -0.3% | -5.7% | +5.4% | +0.7% |
| 6M | +21.3% | -15.3% | +36.7% | +25.6% |
| YTD | +52.3% | -21.1% | +73.4% | +60.0% |
| 1Y | +63.6% | -61.1% | +124.7% | +99.8% |
| 3Y | +3.8% | -56.8% | +60.6% | +19.3% |
| 5Y | +128.6% | -54.2% | +182.8% | +155.1% |
| 10Y | -3.1% | +1.6% | -4.7% | -11.6% |
| All | +958.5% | +11,002.6% | -10,044.1% | +351.4% |
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