+10,209.8%
FISV vs SYY
+4,545.1%
+5,664.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.2% | -6.5% | -5.2% |
| 7D | -6.4% | -0.2% | -6.2% | -6.4% |
| 30D | -6.8% | -2.7% | -4.1% | -6.0% |
| 3M | -10.0% | +5.9% | -15.8% | -12.1% |
| 6M | -20.6% | -2.3% | -18.3% | -20.9% |
| YTD | -27.6% | +13.1% | -40.7% | -32.2% |
| 1Y | -64.3% | +3.8% | -68.1% | -65.3% |
| 3Y | -60.0% | +26.7% | -86.7% | -64.4% |
| 5Y | -57.7% | +19.4% | -77.1% | -61.9% |
| 10Y | -3.0% | +112.0% | -115.0% | -34.3% |
| All | +10,209.8% | +4,545.1% | +5,664.8% | +2,654.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling