-57.6%
FISV vs SOUN
+172.2%
-229.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.4% |
| 7D | -2.7% | -7.1% | +4.4% | -2.4% |
| 30D | 0.0% | -15.4% | +15.4% | +0.6% |
| 3M | -2.8% | -10.6% | +7.8% | -2.6% |
| 6M | -11.8% | -19.6% | +7.8% | -11.5% |
| YTD | -23.2% | -37.2% | +14.0% | -22.4% |
| 1Y | -62.0% | -57.1% | -4.9% | -61.2% |
| 3Y | -57.6% | +178.2% | -235.8% | -62.3% |
| All | -57.6% | +172.2% | -229.8% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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