+9,283.7%
UNP vs FISV
+10,554.3%
-1,270.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.6% |
| 7D | -0.7% | -1.6% | +0.8% | -0.4% |
| 30D | -1.1% | -3.0% | +1.8% | -0.5% |
| 3M | +7.9% | -3.5% | +11.4% | +8.2% |
| 6M | +14.6% | -19.4% | +34.0% | +19.7% |
| YTD | +26.6% | -24.3% | +50.9% | +33.7% |
| 1Y | +35.6% | -62.4% | +97.9% | +63.8% |
| 3Y | +45.5% | -58.2% | +103.7% | +67.4% |
| 5Y | +50.0% | -56.5% | +106.5% | +68.5% |
| 10Y | +271.8% | -0.5% | +272.4% | +240.9% |
| All | +9,283.7% | +10,554.3% | -1,270.6% | +4,217.1% |
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