+2.0%
FISV vs UUUU
+465.5%
-463.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -5.0% | +10.4% | +5.7% |
| 7D | -2.7% | -10.5% | +7.8% | -2.0% |
| 30D | 0.0% | -10.5% | +10.5% | +0.6% |
| 3M | -2.8% | -14.1% | +11.3% | -2.3% |
| 6M | -11.8% | -35.5% | +23.6% | -10.2% |
| YTD | -23.2% | -10.9% | -12.3% | -24.5% |
| 1Y | -62.0% | +3.4% | -65.3% | -63.6% |
| 3Y | -57.6% | +73.1% | -130.7% | -62.5% |
| 5Y | -53.4% | +87.1% | -140.5% | -60.7% |
| All | +2.0% | +465.5% | -463.5% | -32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling