-59.8%
FISV vs SPXU
-79.4%
+19.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.3% | +1.0% |
| 7D | -7.2% | +6.4% | -13.6% | -5.9% |
| 30D | -7.2% | +5.9% | -13.1% | -5.8% |
| 3M | -8.2% | -11.7% | +3.5% | -10.6% |
| 6M | -17.7% | -28.7% | +11.0% | -23.7% |
| YTD | -27.2% | -26.4% | -0.8% | -31.5% |
| 1Y | -63.0% | -35.2% | -27.7% | -66.0% |
| All | -59.8% | -79.4% | +19.7% | -71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling