-63.0%
FISV vs SE
-43.9%
-19.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -7.2% | -4.8% | -2.4% | -6.4% |
| 30D | -7.2% | -18.1% | +10.9% | -4.1% |
| 3M | -8.2% | +30.6% | -38.8% | -13.5% |
| 6M | -17.7% | +20.8% | -38.5% | -21.6% |
| YTD | -27.2% | -15.6% | -11.6% | -26.1% |
| 1Y | -63.0% | -44.2% | -18.8% | -58.5% |
| All | -63.0% | -43.9% | -19.1% | -58.5% |
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