+13,195.8%
FISV vs USB
+8,119.9%
+5,075.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.8% |
| 7D | +29.4% | -1.5% | +30.9% | +30.0% |
| 30D | +38.0% | +4.3% | +33.7% | +35.9% |
| 3M | +15.9% | -6.1% | +22.0% | +18.4% |
| 6M | +9.5% | +9.4% | +0.1% | +6.1% |
| YTD | -6.6% | +15.2% | -21.8% | -11.3% |
| 1Y | -2.0% | +32.8% | -34.7% | -11.3% |
| 3Y | -47.5% | +91.3% | -138.8% | -58.6% |
| 5Y | -37.5% | +22.7% | -60.1% | -44.0% |
| 10Y | +28.1% | +97.0% | -68.9% | -5.2% |
| All | +13,195.8% | +8,119.9% | +5,075.8% | +4,354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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