-60.0%
FISV vs SE
+178.2%
-238.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.3% | -3.8% |
| 7D | -6.4% | -3.6% | -2.8% | -6.0% |
| 30D | -6.8% | -5.3% | -1.5% | -6.4% |
| 3M | -10.0% | +28.1% | -38.0% | -13.2% |
| 6M | -20.6% | +20.7% | -41.3% | -23.1% |
| YTD | -27.6% | -14.8% | -12.8% | -27.1% |
| 1Y | -64.3% | -43.6% | -20.8% | -62.5% |
| All | -60.0% | +178.2% | -238.2% | -63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling