+1,888.8%
FISV vs URI
+8,144.3%
-6,255.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.2% | 0.0% |
| 7D | +3.0% | +2.4% | +0.6% | +2.3% |
| 30D | +38.8% | +8.9% | +29.9% | +35.8% |
| 3M | +21.2% | +0.8% | +20.4% | +20.4% |
| 6M | +17.5% | +23.1% | -5.6% | +11.0% |
| YTD | -4.9% | +43.1% | -47.9% | -14.3% |
| 1Y | -0.6% | +35.7% | -36.3% | -9.4% |
| 3Y | -47.4% | +158.2% | -205.6% | -59.6% |
| 5Y | -36.0% | +212.6% | -248.6% | -53.8% |
| 10Y | +27.1% | +1,210.8% | -1,183.7% | -37.0% |
| All | +1,888.8% | +8,144.3% | -6,255.5% | +361.6% |
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 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