-55.8%
FISV vs TECH
-42.4%
-13.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -7.2% | -0.5% | -6.7% | -7.1% |
| 30D | -7.2% | 0.0% | -7.2% | -7.2% |
| 3M | -8.2% | +37.4% | -45.6% | -15.0% |
| 6M | -17.7% | +36.9% | -54.6% | -24.5% |
| YTD | -27.2% | +23.1% | -50.2% | -31.6% |
| 1Y | -63.0% | +42.2% | -105.2% | -66.2% |
| 3Y | -59.8% | +1.9% | -61.7% | -61.6% |
| 5Y | -55.8% | -42.9% | -12.9% | -52.3% |
| All | -55.8% | -42.4% | -13.4% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling