-3.7%
FISV vs UUUU
-55.1%
+51.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.1% | +6.2% |
| 7D | +29.6% | -14.4% | +44.1% | +28.9% |
| 30D | +34.5% | -33.6% | +68.1% | +32.7% |
| 3M | +11.2% | -44.2% | +55.4% | +9.4% |
| 6M | -1.2% | -66.8% | +65.6% | -3.1% |
| YTD | -7.6% | -50.6% | +43.0% | -10.3% |
| 1Y | -3.7% | -57.8% | +54.1% | -5.2% |
| All | -3.7% | -55.1% | +51.4% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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