-3.7%
FISV vs SPMO
+11.0%
-14.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.1% | +6.0% |
| 7D | +29.6% | -8.9% | +38.5% | +26.4% |
| 30D | +34.5% | -13.8% | +48.3% | +29.6% |
| 3M | +11.2% | -12.5% | +23.8% | +7.6% |
| 6M | -1.2% | -1.5% | +0.3% | -7.1% |
| YTD | -7.6% | +11.3% | -18.9% | -18.3% |
| 1Y | -3.7% | +11.5% | -15.2% | -15.0% |
| All | -3.7% | +11.0% | -14.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling