+2.0%
FISV vs TD
+306.3%
-304.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.0% |
| 7D | -2.7% | -0.5% | -2.1% | -2.3% |
| 30D | 0.0% | -1.9% | +1.9% | +1.1% |
| 3M | -2.8% | +4.8% | -7.5% | -5.9% |
| 6M | -11.8% | +28.0% | -39.8% | -24.5% |
| YTD | -23.2% | +30.3% | -53.5% | -35.0% |
| 1Y | -62.0% | +59.8% | -121.8% | -71.4% |
| 3Y | -57.6% | +124.7% | -182.3% | -74.6% |
| 5Y | -53.4% | +127.0% | -180.4% | -72.7% |
| All | +2.0% | +306.3% | -304.3% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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