+30.8%
SOXX vs FISV
-1.6%
+32.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | +1.1% | -71.8% | -70.9% |
| 7D | -23.0% | +29.4% | -52.4% | -25.8% |
| 30D | -32.9% | +38.0% | -70.8% | -34.1% |
| 3M | -25.3% | +15.9% | -41.2% | -29.7% |
| 6M | -17.8% | +9.5% | -27.3% | -20.6% |
| YTD | +32.1% | -6.6% | +38.7% | +28.5% |
| 1Y | +30.8% | -2.0% | +32.8% | +23.9% |
| All | +30.8% | -1.6% | +32.4% | +23.9% |
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