+1,549.6%
FISV vs URI
+7,134.6%
-5,585.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | -0.3% | -2.0% | +1.6% | +0.1% |
| 30D | -2.1% | -12.9% | +10.9% | +0.9% |
| 3M | -5.7% | -6.7% | +1.0% | -4.9% |
| 6M | -15.3% | +19.0% | -34.3% | -19.8% |
| YTD | -21.1% | +25.5% | -46.6% | -26.5% |
| 1Y | -61.1% | +5.5% | -66.6% | -62.4% |
| 3Y | -56.8% | +111.3% | -168.2% | -65.3% |
| 5Y | -54.2% | +198.6% | -252.7% | -66.5% |
| 10Y | +1.6% | +1,179.9% | -1,178.3% | -49.3% |
| All | +1,549.6% | +7,134.6% | -5,585.0% | +295.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling