+226.8%
SOXX vs FISV
-57.6%
+284.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.4% | -3.6% | +1.7% |
| 7D | +1.4% | -2.7% | +4.1% | +1.5% |
| 30D | -3.6% | 0.0% | -3.6% | -3.6% |
| 3M | -10.2% | -2.8% | -7.4% | -10.1% |
| 6M | +54.2% | -11.8% | +66.1% | +55.2% |
| YTD | +75.2% | -23.2% | +98.4% | +79.0% |
| 1Y | +107.5% | -62.0% | +169.5% | +128.7% |
| 3Y | +226.8% | -57.6% | +284.4% | +191.8% |
| All | +226.8% | -57.6% | +284.4% | +191.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling