+1,537.1%
SOXX vs FISV
+3.1%
+1,534.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.4% | -3.6% | 0.0% |
| 7D | +1.4% | -2.7% | +4.1% | +2.2% |
| 30D | -3.6% | 0.0% | -3.6% | -4.0% |
| 3M | -10.2% | -2.8% | -7.4% | -11.2% |
| 6M | +54.2% | -11.8% | +66.1% | +56.4% |
| YTD | +75.2% | -23.2% | +98.4% | +86.6% |
| 1Y | +107.5% | -62.0% | +169.5% | +177.2% |
| 3Y | +226.8% | -57.6% | +284.4% | +272.9% |
| 5Y | +251.2% | -53.4% | +304.6% | +268.5% |
| All | +1,537.1% | +3.1% | +1,534.0% | +922.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling