+25.1%
FISV vs SUI
+118.5%
-93.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.9% |
| 7D | +25.7% | +6.2% | +19.5% | +22.2% |
| 30D | +38.8% | +8.6% | +30.2% | +33.3% |
| 3M | +16.2% | +1.0% | +15.2% | +15.5% |
| 6M | +12.1% | -2.6% | +14.7% | +13.3% |
| YTD | -6.4% | -0.1% | -6.3% | -6.6% |
| 1Y | +2.0% | +0.5% | +1.6% | +1.4% |
| 3Y | -47.4% | +15.3% | -62.7% | -51.9% |
| 5Y | -37.3% | -26.1% | -11.2% | -29.6% |
| All | +25.1% | +118.5% | -93.4% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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