-3.7%
FISV vs USAR
-49.3%
+45.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.9% | +12.1% | +6.1% |
| 7D | +29.6% | -21.8% | +51.4% | +29.1% |
| 30D | +34.5% | -39.9% | +74.4% | +33.6% |
| 3M | +11.2% | -52.5% | +63.8% | +10.3% |
| 6M | -1.2% | -67.9% | +66.7% | -1.6% |
| YTD | -7.6% | -31.1% | +23.5% | -10.8% |
| 1Y | -3.7% | -49.8% | +46.1% | -5.4% |
| All | -3.7% | -49.3% | +45.6% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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