-55.8%
FISV vs SE
-67.4%
+11.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -7.2% | -4.8% | -2.4% | -6.6% |
| 30D | -7.2% | -18.1% | +10.9% | -5.0% |
| 3M | -8.2% | +30.6% | -38.8% | -11.6% |
| 6M | -17.7% | +20.8% | -38.5% | -20.2% |
| YTD | -27.2% | -15.6% | -11.6% | -26.4% |
| 1Y | -63.0% | -44.2% | -18.8% | -60.8% |
| 3Y | -59.8% | +181.5% | -241.3% | -65.7% |
| 5Y | -55.8% | -66.9% | +11.1% | -55.3% |
| All | -55.8% | -67.4% | +11.6% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling