+361.2%
FISV vs TDG
+12,853.5%
-12,492.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | -7.2% | -2.7% | -4.5% | -6.2% |
| 30D | -7.2% | -9.3% | +2.1% | -3.5% |
| 3M | -8.2% | -7.1% | -1.1% | -5.7% |
| 6M | -17.7% | -11.2% | -6.5% | -14.5% |
| YTD | -27.2% | -15.3% | -11.9% | -22.9% |
| 1Y | -63.0% | -12.5% | -50.5% | -61.2% |
| 3Y | -59.8% | +51.2% | -111.0% | -66.7% |
| 5Y | -55.8% | +126.1% | -181.9% | -69.2% |
| 10Y | -2.4% | +536.2% | -538.6% | -57.5% |
| All | +361.2% | +12,853.5% | -12,492.3% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling