+75.9%
UBER vs FISV
-39.8%
+115.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.6% | -1.7% |
| 7D | -2.8% | -1.6% | -1.2% | -2.1% |
| 30D | -2.5% | -3.0% | +0.4% | -1.4% |
| 3M | +4.4% | -3.5% | +7.9% | +4.9% |
| 6M | -2.7% | -19.4% | +16.7% | +5.5% |
| YTD | -10.5% | -24.3% | +13.8% | -0.9% |
| 1Y | -22.5% | -62.4% | +39.9% | +9.6% |
| 3Y | +54.8% | -58.2% | +113.0% | +78.8% |
| 5Y | +82.5% | -56.5% | +139.0% | +100.0% |
| All | +75.9% | -39.8% | +115.7% | +43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling