-0.6%
FISV vs URI
+36.1%
-36.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.2% | +0.9% |
| 7D | +3.0% | +2.4% | +0.6% | +2.9% |
| 30D | +38.8% | +8.9% | +29.9% | +38.4% |
| 3M | +21.2% | +0.8% | +20.4% | +21.0% |
| 6M | +17.5% | +23.1% | -5.6% | +15.8% |
| YTD | -4.9% | +43.1% | -47.9% | -8.5% |
| 1Y | -0.6% | +35.7% | -36.3% | -2.0% |
| All | -0.6% | +36.1% | -36.7% | -2.0% |
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