-59.8%
FISV vs TE
-27.3%
-32.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +0.7% |
| 7D | -7.2% | +0.9% | -8.1% | -7.2% |
| 30D | -7.2% | -16.3% | +9.1% | -6.9% |
| 3M | -8.2% | -40.8% | +32.6% | -7.5% |
| 6M | -17.7% | -42.6% | +24.9% | -17.7% |
| YTD | -27.2% | -31.4% | +4.3% | -28.1% |
| 1Y | -63.0% | +144.9% | -207.9% | -65.9% |
| All | -59.8% | -27.3% | -32.5% | -60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling