+10,678.2%
FISV vs SMTC
+69,284.5%
-58,606.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +10.0% | -14.0% | -5.3% |
| 7D | -1.6% | +22.9% | -24.5% | -4.2% |
| 30D | -3.0% | +16.6% | -19.6% | -5.5% |
| 3M | -3.5% | +2.4% | -5.9% | -5.9% |
| 6M | -19.4% | +98.3% | -117.7% | -28.9% |
| YTD | -24.3% | +120.7% | -145.0% | -34.4% |
| 1Y | -62.4% | +168.3% | -230.6% | -68.4% |
| 3Y | -58.2% | +571.7% | -629.9% | -71.4% |
| 5Y | -56.5% | +114.0% | -170.5% | -66.1% |
| 10Y | -0.5% | +497.0% | -497.5% | -34.2% |
| All | +10,678.2% | +69,284.5% | -58,606.3% | +4,605.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling