+2,919.7%
FISV vs SIRI
-18.6%
+2,938.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.3% |
| 7D | -6.4% | -3.9% | -2.5% | -6.2% |
| 30D | -6.8% | -0.8% | -6.0% | -6.8% |
| 3M | -10.0% | +4.3% | -14.3% | -10.2% |
| 6M | -20.6% | +34.1% | -54.7% | -22.2% |
| YTD | -27.6% | +47.3% | -74.9% | -29.5% |
| 1Y | -64.3% | +22.9% | -87.3% | -64.9% |
| 3Y | -60.0% | -24.6% | -35.4% | -59.9% |
| 5Y | -57.7% | -43.2% | -14.5% | -57.2% |
| 10Y | -3.0% | -12.3% | +9.3% | -4.3% |
| All | +2,919.7% | -18.6% | +2,938.3% | +2,584.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling