-64.3%
FISV vs URI
+7.5%
-71.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.7% | -4.4% |
| 7D | -6.4% | +5.0% | -11.4% | -6.7% |
| 30D | -6.8% | -9.4% | +2.6% | -6.4% |
| 3M | -10.0% | -5.8% | -4.1% | -9.9% |
| 6M | -20.6% | +25.8% | -46.5% | -23.5% |
| YTD | -27.6% | +27.9% | -55.5% | -31.4% |
| 1Y | -64.3% | +9.7% | -74.1% | -65.4% |
| All | -64.3% | +7.5% | -71.8% | -65.4% |
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