+27.4%
FISV vs SUI
+123.0%
-95.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.3% |
| 7D | +1.4% | -1.5% | +2.9% | +2.2% |
| 30D | +38.4% | +3.7% | +34.7% | +36.0% |
| 3M | +14.9% | -0.4% | +15.3% | +14.9% |
| 6M | +21.8% | -2.8% | +24.6% | +23.3% |
| YTD | -5.0% | -1.6% | -3.4% | -4.6% |
| 1Y | -1.2% | -2.1% | +0.9% | -0.6% |
| 3Y | -47.5% | +18.5% | -66.0% | -52.7% |
| 5Y | -36.7% | -26.5% | -10.2% | -28.8% |
| All | +27.4% | +123.0% | -95.6% | -0.7% |
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