-3.7%
FISV vs XEL
+1.7%
-5.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +6.5% |
| 7D | +29.6% | +4.3% | +25.3% | +30.2% |
| 30D | +34.5% | +12.6% | +21.9% | +37.1% |
| 3M | +11.2% | +4.4% | +6.9% | +11.6% |
| 6M | -1.2% | +0.7% | -1.9% | -1.2% |
| YTD | -7.6% | +11.5% | -19.1% | -6.2% |
| 1Y | -3.7% | +1.7% | -5.5% | -3.3% |
| All | -3.7% | +1.7% | -5.5% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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