+10,269.2%
FISV vs SU
+61,690.9%
-51,421.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -7.2% | +1.7% | -8.9% | -7.2% |
| 30D | -7.2% | +9.6% | -16.8% | -7.2% |
| 3M | -8.2% | +11.7% | -19.9% | -8.2% |
| 6M | -17.7% | +21.9% | -39.6% | -17.7% |
| YTD | -27.2% | +58.6% | -85.8% | -27.2% |
| 1Y | -63.0% | +66.5% | -129.5% | -63.0% |
| 3Y | -59.8% | +121.4% | -181.2% | -59.8% |
| 5Y | -55.8% | +355.7% | -411.5% | -55.8% |
| 10Y | -2.4% | +264.2% | -266.6% | -2.4% |
| All | +10,269.2% | +61,690.9% | -51,421.7% | +10,661.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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