-53.1%
FISV vs XEL
+29.8%
-83.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | -2.7% | -0.3% | -2.4% | -2.6% |
| 30D | 0.0% | -3.9% | +4.0% | +1.0% |
| 3M | -2.8% | -2.8% | 0.0% | -2.2% |
| 6M | -11.8% | -5.4% | -6.4% | -11.0% |
| YTD | -23.2% | +3.8% | -27.0% | -24.9% |
| 1Y | -62.0% | +6.8% | -68.8% | -63.3% |
| 3Y | -57.6% | +45.6% | -103.2% | -63.2% |
| All | -53.1% | +29.8% | -83.0% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling