-61.1%
FISV vs SE
-38.5%
-22.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | -0.3% | -6.1% | +5.8% | +0.7% |
| 30D | -2.1% | -2.5% | +0.4% | -2.1% |
| 3M | -5.7% | +21.7% | -27.5% | -9.7% |
| 6M | -15.3% | +27.0% | -42.3% | -20.0% |
| YTD | -21.1% | -12.1% | -9.0% | -20.5% |
| 1Y | -61.1% | -40.9% | -20.2% | -56.7% |
| All | -61.1% | -38.5% | -22.6% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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