-57.6%
FISV vs TD
+127.3%
-184.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.2% |
| 7D | -2.7% | -0.5% | -2.1% | -2.5% |
| 30D | 0.0% | -1.9% | +1.9% | +0.7% |
| 3M | -2.8% | +4.8% | -7.5% | -4.9% |
| 6M | -11.8% | +28.0% | -39.8% | -21.1% |
| YTD | -23.2% | +30.3% | -53.5% | -31.8% |
| 1Y | -62.0% | +59.8% | -121.8% | -68.7% |
| 3Y | -57.6% | +124.7% | -182.3% | -69.4% |
| All | -57.6% | +127.3% | -184.9% | -69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling