-3.7%
FISV vs TECH
+19.5%
-23.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.2% | +6.2% |
| 7D | +29.6% | +0.1% | +29.6% | +29.6% |
| 30D | +34.5% | +0.2% | +34.3% | +34.4% |
| 3M | +11.2% | +1.0% | +10.2% | +11.1% |
| 6M | -1.2% | +33.3% | -34.5% | -6.2% |
| YTD | -7.6% | +24.2% | -31.8% | -10.3% |
| 1Y | -3.7% | +19.7% | -23.4% | -6.0% |
| All | -3.7% | +19.5% | -23.2% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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