+42.6%
UNP vs FISV
-4.0%
+46.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.2% | -4.6% | +1.1% |
| 7D | +3.6% | +29.6% | -26.0% | +0.9% |
| 30D | +11.4% | +34.5% | -23.1% | +8.1% |
| 3M | +4.6% | +11.2% | -6.6% | +3.4% |
| 6M | +18.3% | -1.2% | +19.5% | +17.6% |
| YTD | +35.4% | -7.6% | +43.0% | +35.7% |
| 1Y | +42.6% | -3.7% | +46.3% | +41.9% |
| All | +42.6% | -4.0% | +46.6% | +41.9% |
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