-53.1%
FISV vs UEC
+198.6%
-251.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -5.2% | +10.6% | +5.6% |
| 7D | -2.7% | -9.4% | +6.8% | -2.3% |
| 30D | 0.0% | -8.0% | +8.0% | +0.3% |
| 3M | -2.8% | -1.7% | -1.1% | -3.0% |
| 6M | -11.8% | -26.1% | +14.3% | -11.3% |
| YTD | -23.2% | -10.5% | -12.7% | -24.0% |
| 1Y | -62.0% | -13.3% | -48.7% | -62.7% |
| 3Y | -57.6% | +116.4% | -174.0% | -62.9% |
| All | -53.1% | +198.6% | -251.7% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling