-29.8%
SYK vs FISV
-63.2%
+33.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.0% |
| 7D | -12.3% | -7.2% | -5.1% | -11.5% |
| 30D | -22.4% | -7.2% | -15.3% | -21.7% |
| 3M | -12.3% | -8.2% | -4.2% | -11.6% |
| 6M | -24.3% | -17.7% | -6.6% | -23.2% |
| YTD | -22.8% | -27.2% | +4.4% | -21.1% |
| All | -29.8% | -63.2% | +33.3% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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