+2.0%
FISV vs SPMO
+517.6%
-515.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.1% |
| 7D | -2.7% | -0.9% | -1.7% | -2.1% |
| 30D | 0.0% | -1.9% | +2.0% | +1.2% |
| 3M | -2.8% | -1.4% | -1.4% | -4.5% |
| 6M | -11.8% | +25.5% | -37.3% | -28.7% |
| YTD | -23.2% | +24.8% | -48.0% | -37.7% |
| 1Y | -62.0% | +24.5% | -86.5% | -69.3% |
| 3Y | -57.6% | +157.1% | -214.7% | -81.6% |
| 5Y | -53.4% | +149.5% | -202.9% | -79.4% |
| All | +2.0% | +517.6% | -515.6% | -73.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling