-61.1%
FISV vs SIRI
+28.3%
-89.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.0% |
| 7D | -0.3% | +1.6% | -1.9% | -0.7% |
| 30D | -2.1% | -4.7% | +2.7% | -1.1% |
| 3M | -5.7% | +5.3% | -11.0% | -6.4% |
| 6M | -15.3% | +30.5% | -45.8% | -19.7% |
| YTD | -21.1% | +49.6% | -70.7% | -27.2% |
| 1Y | -61.1% | +28.5% | -89.6% | -62.5% |
| All | -61.1% | +28.3% | -89.4% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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