-55.8%
FISV vs SMTC
+112.1%
-167.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.7% |
| 7D | -7.2% | +17.5% | -24.7% | -8.2% |
| 30D | -7.2% | +21.3% | -28.5% | -8.6% |
| 3M | -8.2% | +3.1% | -11.3% | -9.2% |
| 6M | -17.7% | +81.7% | -99.4% | -23.7% |
| YTD | -27.2% | +115.9% | -143.1% | -33.9% |
| 1Y | -63.0% | +157.8% | -220.8% | -67.1% |
| 3Y | -59.8% | +557.3% | -617.1% | -70.8% |
| 5Y | -55.8% | +114.7% | -170.5% | -61.7% |
| All | -55.8% | +112.1% | -167.9% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling