-62.0%
FISV vs TECH
+42.2%
-104.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.4% | +5.4% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | 0.0% | 0.0% | +0.1% | 0.0% |
| 3M | -2.8% | +33.7% | -36.4% | -8.8% |
| 6M | -11.8% | +34.9% | -46.7% | -18.8% |
| YTD | -23.2% | +23.2% | -46.4% | -27.6% |
| 1Y | -62.0% | +36.3% | -98.3% | -61.6% |
| All | -62.0% | +42.2% | -104.1% | -61.6% |
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