+20.7%
XLK vs FISV
-4.0%
+24.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.3% | +0.3% |
| 7D | -7.6% | +29.6% | -37.2% | -6.4% |
| 30D | -12.2% | +34.5% | -46.6% | -11.0% |
| 3M | -5.5% | +11.2% | -16.7% | -4.6% |
| 6M | +9.2% | -1.2% | +10.4% | +13.7% |
| YTD | +23.0% | -7.6% | +30.7% | +27.8% |
| 1Y | +20.7% | -3.7% | +24.4% | +23.8% |
| All | +20.7% | -4.0% | +24.7% | +23.8% |
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 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