-3.7%
FISV vs URI
+33.3%
-37.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.4% | +10.6% | +6.3% |
| 7D | +29.6% | -4.3% | +34.0% | +29.7% |
| 30D | +34.5% | +4.6% | +29.9% | +34.2% |
| 3M | +11.2% | -2.1% | +13.4% | +11.1% |
| 6M | -1.2% | +21.9% | -23.1% | -2.8% |
| YTD | -7.6% | +39.7% | -47.3% | -11.3% |
| 1Y | -3.7% | +32.9% | -36.6% | -4.8% |
| All | -3.7% | +33.3% | -37.0% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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