+47.4%
TER vs FISV
-1.6%
+49.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.7% | -9.1% | -3.6% |
| 7D | +14.4% | +1.4% | +12.9% | +15.2% |
| 30D | -30.6% | +38.4% | -69.0% | -17.3% |
| 3M | -39.2% | +14.9% | -54.1% | -33.5% |
| 6M | -31.3% | +21.8% | -53.1% | -20.2% |
| YTD | +29.1% | -5.0% | +34.1% | +43.4% |
| 1Y | +47.4% | -1.2% | +48.6% | +60.3% |
| All | +47.4% | -1.6% | +49.1% | +60.3% |
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