-3.7%
FISV vs UEC
-46.3%
+42.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.9% | +11.1% | +6.0% |
| 7D | +29.6% | -13.8% | +43.4% | +28.8% |
| 30D | +34.5% | -23.1% | +57.6% | +33.2% |
| 3M | +11.2% | -31.5% | +42.8% | +9.9% |
| 6M | -1.2% | -51.5% | +50.3% | -2.4% |
| YTD | -7.6% | -38.4% | +30.8% | -10.5% |
| 1Y | -3.7% | -44.7% | +41.0% | -6.6% |
| All | -3.7% | -46.3% | +42.6% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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