-47.4%
FISV vs SUI
+15.1%
-62.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | +25.7% | +6.2% | +19.5% | +22.7% |
| 30D | +38.8% | +8.6% | +30.2% | +34.2% |
| 3M | +16.2% | +1.0% | +15.2% | +15.5% |
| 6M | +12.1% | -2.6% | +14.7% | +13.0% |
| YTD | -6.4% | -0.1% | -6.3% | -6.5% |
| 1Y | +2.0% | +0.5% | +1.6% | +1.7% |
| 3Y | -47.4% | +15.3% | -62.7% | -48.4% |
| All | -47.4% | +15.1% | -62.6% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling