+10,209.8%
FISV vs XEL
+1,947.0%
+8,262.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | -6.4% | +0.9% | -7.3% | -6.7% |
| 30D | -6.8% | -0.9% | -6.0% | -6.6% |
| 3M | -10.0% | -1.4% | -8.5% | -9.7% |
| 6M | -20.6% | -5.8% | -14.8% | -19.5% |
| YTD | -27.6% | +4.7% | -32.3% | -29.4% |
| 1Y | -64.3% | +9.1% | -73.4% | -65.8% |
| 3Y | -60.0% | +47.8% | -107.8% | -65.8% |
| 5Y | -57.7% | +29.0% | -86.7% | -62.4% |
| 10Y | -3.0% | +154.0% | -157.0% | -30.6% |
| All | +10,209.8% | +1,947.0% | +8,262.9% | +3,692.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling