-61.1%
FISV vs SPXS
-40.2%
-20.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.8% |
| 7D | -0.3% | -0.1% | -0.3% | -0.3% |
| 30D | -2.1% | +0.8% | -2.9% | -1.8% |
| 3M | -5.7% | -4.7% | -1.0% | -5.5% |
| 6M | -15.3% | -29.6% | +14.3% | -22.9% |
| YTD | -21.1% | -29.8% | +8.7% | -27.6% |
| 1Y | -61.1% | -38.9% | -22.1% | -64.7% |
| All | -61.1% | -40.2% | -20.8% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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