-53.1%
FISV vs SIRI
-41.5%
-11.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.3% |
| 7D | -2.7% | +0.6% | -3.2% | -2.7% |
| 30D | 0.0% | +2.5% | -2.5% | -0.4% |
| 3M | -2.8% | +6.6% | -9.4% | -3.6% |
| 6M | -11.8% | +32.9% | -44.7% | -15.3% |
| YTD | -23.2% | +50.5% | -73.7% | -27.5% |
| 1Y | -62.0% | +28.0% | -90.0% | -63.4% |
| 3Y | -57.6% | -22.4% | -35.2% | -57.8% |
| All | -53.1% | -41.5% | -11.7% | -51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling