-3.7%
FISV vs USHY
+1.9%
-5.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.6% | +5.3% |
| 7D | +29.6% | -0.2% | +29.8% | +29.7% |
| 30D | +34.5% | +0.7% | +33.8% | +32.8% |
| 3M | +11.2% | -2.2% | +13.4% | +15.1% |
| 6M | -1.2% | -0.9% | -0.4% | +0.2% |
| YTD | -7.6% | +0.2% | -7.8% | -8.3% |
| 1Y | -3.7% | +1.7% | -5.5% | -6.7% |
| All | -3.7% | +1.9% | -5.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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