-61.1%
FISV vs TEM
-15.5%
-45.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.3% | +0.9% | -1.2% | -0.4% |
| 30D | -2.1% | +38.4% | -40.4% | -4.2% |
| 3M | -5.7% | +23.7% | -29.4% | -7.0% |
| 6M | -15.3% | +26.0% | -41.3% | -17.3% |
| YTD | -21.1% | +9.4% | -30.5% | -22.5% |
| 1Y | -61.1% | -17.3% | -43.8% | -62.6% |
| All | -61.1% | -15.5% | -45.6% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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