-3.3%
FISV vs URI
+1,233.8%
-1,237.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.4% | +1.6% |
| 7D | -7.2% | -0.5% | -6.7% | -7.1% |
| 30D | -7.2% | -13.4% | +6.2% | -3.9% |
| 3M | -8.2% | -6.2% | -2.0% | -7.4% |
| 6M | -17.7% | +28.0% | -45.7% | -24.6% |
| YTD | -27.2% | +23.0% | -50.1% | -33.0% |
| 1Y | -63.0% | +5.5% | -68.5% | -64.5% |
| 3Y | -59.8% | +119.2% | -179.0% | -70.1% |
| 5Y | -55.8% | +201.0% | -256.8% | -71.0% |
| All | -3.3% | +1,233.8% | -1,237.1% | -57.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling