-57.6%
FISV vs SYY
+29.1%
-86.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +5.2% |
| 7D | -2.7% | +3.9% | -6.6% | -3.4% |
| 30D | 0.0% | -1.7% | +1.8% | +0.4% |
| 3M | -2.8% | +5.2% | -8.0% | -3.8% |
| 6M | -11.8% | -0.2% | -11.6% | -11.9% |
| YTD | -23.2% | +15.4% | -38.6% | -27.4% |
| 1Y | -62.0% | +5.6% | -67.6% | -62.9% |
| 3Y | -57.6% | +28.9% | -86.5% | -61.8% |
| All | -57.6% | +29.1% | -86.8% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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