-36.2%
FISV vs UAL
+127.5%
-163.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.8% | -5.8% | -0.3% |
| 7D | +22.3% | +10.2% | +12.1% | +20.0% |
| 30D | +39.2% | +12.0% | +27.2% | +35.9% |
| 3M | +21.2% | -7.1% | +28.3% | +22.4% |
| 6M | +14.5% | +20.9% | -6.4% | +9.2% |
| YTD | -5.4% | +7.7% | -13.1% | -8.5% |
| 1Y | -0.3% | +23.6% | -23.8% | -6.4% |
| 3Y | -46.8% | +222.6% | -269.4% | -61.1% |
| 5Y | -36.2% | +127.9% | -164.2% | -51.5% |
| All | -36.2% | +127.5% | -163.8% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling