+325.7%
FISV vs SPXU
-100.0%
+425.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.8% | -3.9% |
| 7D | -6.4% | +1.3% | -7.7% | -6.0% |
| 30D | -6.8% | +5.1% | -12.0% | -5.1% |
| 3M | -10.0% | -9.1% | -0.8% | -12.5% |
| 6M | -20.6% | -29.6% | +9.0% | -28.3% |
| YTD | -27.6% | -27.7% | +0.1% | -33.6% |
| 1Y | -64.3% | -37.0% | -27.4% | -68.5% |
| 3Y | -60.0% | -80.2% | +20.2% | -73.7% |
| 5Y | -57.7% | -86.0% | +28.3% | -71.4% |
| 10Y | -3.0% | -99.5% | +96.6% | -69.9% |
| All | +325.7% | -100.0% | +425.7% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling