-55.5%
FISV vs UUUU
+88.5%
-144.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +0.8% |
| 7D | -7.2% | -5.0% | -2.2% | -7.0% |
| 30D | -7.2% | -7.8% | +0.6% | -6.9% |
| 3M | -8.2% | -0.4% | -7.7% | -8.4% |
| 6M | -17.7% | -32.9% | +15.2% | -16.7% |
| YTD | -27.2% | -6.3% | -20.9% | -28.4% |
| 1Y | -63.0% | +7.9% | -70.9% | -64.5% |
| 3Y | -59.8% | +85.2% | -145.0% | -64.3% |
| All | -55.5% | +88.5% | -144.1% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling