-53.1%
FISV vs NUE
+146.6%
-199.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.9% | +5.1% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | 0.0% | -4.6% | +4.6% | +1.0% |
| 3M | -2.8% | -0.3% | -2.5% | -3.0% |
| 6M | -11.8% | +51.9% | -63.7% | -20.3% |
| YTD | -23.2% | +60.0% | -83.2% | -31.6% |
| 1Y | -62.0% | +82.9% | -144.9% | -67.3% |
| 3Y | -57.6% | +66.0% | -123.6% | -63.8% |
| All | -53.1% | +146.6% | -199.7% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 5y: compounded portfolio wealth divided by compounded NUE 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…
5y analysis · Full analysis span regression · 6 months rolling