-59.8%
FISV vs SMTC
+546.3%
-606.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.6% |
| 7D | -7.2% | +17.5% | -24.7% | -7.5% |
| 30D | -7.2% | +21.3% | -28.5% | -7.7% |
| 3M | -8.2% | +3.1% | -11.3% | -8.5% |
| 6M | -17.7% | +81.7% | -99.4% | -21.5% |
| YTD | -27.2% | +115.9% | -143.1% | -31.4% |
| 1Y | -63.0% | +157.8% | -220.8% | -65.6% |
| All | -59.8% | +546.3% | -606.1% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling