-53.1%
FISV vs TDG
+126.1%
-179.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.2% | +4.2% | +4.9% |
| 7D | -2.7% | -1.9% | -0.8% | -1.8% |
| 30D | 0.0% | -7.7% | +7.7% | +3.5% |
| 3M | -2.8% | -9.3% | +6.5% | +1.1% |
| 6M | -11.8% | -9.4% | -2.5% | -8.9% |
| YTD | -23.2% | -14.3% | -9.0% | -18.7% |
| 1Y | -62.0% | -11.8% | -50.2% | -60.1% |
| 3Y | -57.6% | +52.0% | -109.6% | -66.4% |
| All | -53.1% | +126.1% | -179.2% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 5y: compounded portfolio wealth divided by compounded TDG 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…
5y analysis · Full analysis span regression · 6 months rolling