-58.2%
FISV vs HUT
+796.3%
-854.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.4% | -10.4% | -4.2% |
| 7D | -1.6% | +28.3% | -29.8% | -2.2% |
| 30D | -3.0% | +12.3% | -15.3% | -3.4% |
| 3M | -3.5% | -16.8% | +13.3% | -3.3% |
| 6M | -19.4% | +111.4% | -130.8% | -22.9% |
| YTD | -24.3% | +116.6% | -140.8% | -28.1% |
| 1Y | -62.4% | +290.5% | -352.8% | -65.9% |
| All | -58.2% | +796.3% | -854.5% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 3y: compounded portfolio wealth divided by compounded HUT 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…
3y analysis · Full analysis span regression · 6 months rolling