+36.4%
UPS vs FISV
+3.1%
+33.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.4% | -5.1% | -1.0% |
| 7D | -2.0% | -2.7% | +0.7% | -1.4% |
| 30D | -2.0% | 0.0% | -2.0% | -2.1% |
| 3M | -6.2% | -2.8% | -3.4% | -6.2% |
| 6M | +2.8% | -11.8% | +14.6% | +4.7% |
| YTD | +5.9% | -23.2% | +29.1% | +11.3% |
| 1Y | +26.2% | -62.0% | +88.2% | +52.7% |
| 3Y | -26.0% | -57.6% | +31.6% | -18.9% |
| 5Y | -34.3% | -53.4% | +19.1% | -31.9% |
| All | +36.4% | +3.1% | +33.2% | -5.0% |
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 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