-4.5%
FISV vs SIMO
+92.3%
-96.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.3% | -1.5% | -3.9% |
| 7D | -2.0% | +14.9% | -16.8% | -1.1% |
| 30D | +31.8% | -27.0% | +58.8% | +29.7% |
| 3M | +19.3% | -25.4% | +44.7% | +17.9% |
| 6M | +12.1% | -30.3% | +42.3% | +10.5% |
| YTD | -8.4% | +95.8% | -104.2% | -15.7% |
| 1Y | -4.5% | +100.0% | -104.5% | -12.5% |
| All | -4.5% | +92.3% | -96.7% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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