+72.4%
UBER vs FISV
-38.9%
+111.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -3.6% |
| 7D | -5.4% | -2.7% | -2.7% | -4.4% |
| 30D | -4.9% | 0.0% | -4.9% | -5.2% |
| 3M | +3.0% | -2.8% | +5.8% | +3.1% |
| 6M | -4.4% | -11.8% | +7.4% | -0.6% |
| YTD | -12.3% | -23.2% | +10.9% | -3.6% |
| 1Y | -24.3% | -62.0% | +37.7% | +6.5% |
| 3Y | +46.4% | -57.6% | +104.1% | +68.0% |
| 5Y | +79.7% | -53.4% | +133.1% | +87.8% |
| All | +72.4% | -38.9% | +111.3% | +39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling