-62.0%
FISV vs TE
+149.2%
-211.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.8% | +5.4% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | 0.0% | -5.9% | +6.0% | 0.0% |
| 3M | -2.8% | -45.6% | +42.8% | -3.2% |
| 6M | -11.8% | -43.4% | +31.5% | -12.4% |
| YTD | -23.2% | -31.0% | +7.8% | -24.6% |
| 1Y | -62.0% | +145.2% | -207.2% | -64.2% |
| All | -62.0% | +149.2% | -211.2% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling