+10,532.9%
TER vs FISV
+13,286.0%
-2,753.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.9% | +7.4% | +7.9% |
| 7D | +5.9% | +3.0% | +2.9% | +4.6% |
| 30D | -30.8% | +38.8% | -69.5% | -40.7% |
| 3M | -29.9% | +21.2% | -51.2% | -37.1% |
| 6M | -27.5% | +17.5% | -44.9% | -36.1% |
| YTD | +37.5% | -4.9% | +42.3% | +30.1% |
| 1Y | +50.3% | -0.6% | +50.8% | +39.2% |
| 3Y | +204.9% | -47.4% | +252.3% | +220.9% |
| 5Y | +89.2% | -36.0% | +125.2% | +79.1% |
| 10Y | +1,077.0% | +27.1% | +1,049.8% | +672.2% |
| All | +10,532.9% | +13,286.0% | -2,753.1% | +1,624.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling