-16.6%
FISV vs SUNB
+0.6%
-17.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.7% | +6.1% | +5.4% |
| 7D | -2.7% | +6.0% | -8.6% | -2.7% |
| 30D | 0.0% | -9.7% | +9.7% | +0.2% |
| 3M | -2.8% | -9.8% | +7.0% | -2.4% |
| 6M | -11.8% | +3.1% | -14.9% | -13.0% |
| All | -16.6% | +0.6% | -17.2% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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