+2.0%
FISV vs SPXU
-99.6%
+101.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.4% | +7.8% | +4.6% |
| 7D | -2.7% | +2.5% | -5.2% | -1.8% |
| 30D | 0.0% | +4.2% | -4.1% | +1.6% |
| 3M | -2.8% | -9.3% | +6.5% | -5.6% |
| 6M | -11.8% | -30.7% | +18.9% | -20.8% |
| YTD | -23.2% | -28.1% | +4.9% | -29.8% |
| 1Y | -62.0% | -35.2% | -26.7% | -66.2% |
| 3Y | -57.6% | -79.9% | +22.3% | -72.3% |
| 5Y | -53.4% | -86.4% | +33.0% | -69.0% |
| All | +2.0% | -99.6% | +101.5% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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