+490.9%
FISV vs UAL
+269.7%
+221.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.8% | -5.8% | 0.0% |
| 7D | +22.3% | +10.2% | +12.1% | +20.5% |
| 30D | +39.2% | +12.0% | +27.2% | +36.7% |
| 3M | +21.2% | -7.1% | +28.3% | +22.2% |
| 6M | +14.5% | +20.9% | -6.4% | +10.5% |
| YTD | -5.4% | +7.7% | -13.1% | -7.8% |
| 1Y | -0.3% | +23.6% | -23.8% | -4.8% |
| 3Y | -46.8% | +222.6% | -269.4% | -57.0% |
| 5Y | -36.2% | +127.9% | -164.2% | -47.1% |
| 10Y | +26.4% | +100.2% | -73.8% | -1.3% |
| All | +490.9% | +269.7% | +221.2% | +239.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling