-3.7%
FISV vs UAL
+22.8%
-26.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.0% | -1.7% | +5.3% |
| 7D | +29.6% | +11.9% | +17.7% | +27.9% |
| 30D | +34.5% | +5.2% | +29.2% | +33.5% |
| 3M | +11.2% | -12.7% | +24.0% | +12.6% |
| 6M | -1.2% | +28.5% | -29.7% | -5.1% |
| YTD | -7.6% | +3.5% | -11.1% | -7.7% |
| 1Y | -3.7% | +27.5% | -31.3% | -8.1% |
| All | -3.7% | +22.8% | -26.6% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 1y: compounded portfolio wealth divided by compounded UAL 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…
1y analysis · Full analysis span regression · 6 months rolling