+3,319.5%
V vs FISV
+430.8%
+2,888.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.8% | +8.4% | -7.6% | -3.3% |
| 30D | +9.9% | +38.8% | -28.8% | -7.7% |
| 3M | +17.5% | +21.3% | -3.8% | +5.1% |
| 6M | +33.5% | +14.1% | +19.3% | +21.6% |
| YTD | +21.6% | -5.7% | +27.3% | +21.0% |
| 1Y | +27.6% | -0.8% | +28.3% | +23.4% |
| 3Y | +76.4% | -47.9% | +124.3% | +98.7% |
| 5Y | +103.8% | -36.8% | +140.7% | +97.1% |
| 10Y | +455.5% | +26.9% | +428.6% | +226.5% |
| All | +3,319.5% | +430.8% | +2,888.7% | +658.4% |
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