+11,131.7%
FISV vs TECH
+101,053.8%
-89,922.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -2.1% | +0.7% | -2.8% | -2.2% |
| 3M | -5.7% | +36.3% | -42.1% | -11.5% |
| 6M | -15.3% | +25.6% | -40.9% | -19.9% |
| YTD | -21.1% | +23.7% | -44.8% | -25.2% |
| 1Y | -61.1% | +37.6% | -98.7% | -63.8% |
| 3Y | -56.8% | -6.6% | -50.3% | -58.0% |
| 5Y | -54.2% | -42.2% | -11.9% | -52.0% |
| 10Y | +1.6% | +187.6% | -186.0% | -19.8% |
| All | +11,131.7% | +101,053.8% | -89,922.1% | +5,364.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling