+282.6%
SPGI vs FISV
-2.2%
+284.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.1% |
| 7D | -8.9% | -7.2% | -1.7% | -6.1% |
| 30D | +0.6% | -7.2% | +7.8% | +3.6% |
| 3M | +2.0% | -8.2% | +10.1% | +4.7% |
| 6M | +0.1% | -17.7% | +17.8% | +7.0% |
| YTD | -16.4% | -27.2% | +10.7% | -6.4% |
| 1Y | -18.9% | -63.0% | +44.0% | +12.3% |
| 3Y | +13.8% | -59.8% | +73.5% | +36.9% |
| 5Y | +0.5% | -55.8% | +56.3% | +11.0% |
| All | +282.6% | -2.2% | +284.7% | +165.8% |
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 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